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Balanced Rock Investment Advisors LLC: VWOB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balanced Rock Investment Advisors LLC on VWOB, newest first. How the timeline and the estimate are built.

Balanced Rock Investment Advisors LLC held 8,324 VWOB shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,324 shares
    Change vs previous 13F -26,577 shares

    0.35% of the 13F portfolio, value $559,717.

    13F-HR 0002011851-26-000003 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,901 shares
    Change vs previous 13F +1,108 shares

    1.61% of the 13F portfolio, value $2,292,614.

    13F-HR 0002011851-26-000002 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,793 shares
    Change vs previous 13F +863 shares

    1.62% of the 13F portfolio, value $2,278,644.

    13F-HR 0002011851-26-000001 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,930 shares
    Change vs previous 13F +2,612 shares

    1.61% of the 13F portfolio, value $2,203,032.

    13F-HR 0002011851-25-000008 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,318 shares
    Change vs previous 13F -36,295 shares

    1.55% of the 13F portfolio, value $1,981,295.

    13F-HR 0002011851-25-000003 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 66,613 shares
    Change vs previous 13F -710 shares

    3.41% of the 13F portfolio, value $4,276,568.

    13F-HR 0002011851-25-000002 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 67,323 shares
    Change vs previous 13F +3,365 shares

    3.36% of the 13F portfolio, value $4,251,461.

    13F-HR 0002011851-25-000001 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 63,958 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $4,244,906.

    13F-HR 0002011851-24-000005 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).