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Balanced Rock Investment Advisors LLC: XJH position timeline

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

Balanced Rock Investment Advisors LLC held 29,570 XJH 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 29,570 shares
    Change vs previous 13F -6,170 shares

    0.96% of the 13F portfolio, value $1,542,076.

    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 35,740 shares
    Change vs previous 13F +998 shares

    1.14% of the 13F portfolio, value $1,621,524.

    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 34,742 shares
    Change vs previous 13F +3,477 shares

    1.1% of the 13F portfolio, value $1,551,230.

    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 31,265 shares
    Change vs previous 13F +304 shares

    1% of the 13F portfolio, value $1,370,970.

    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 30,961 shares
    Change vs previous 13F -6,462 shares

    1.01% of the 13F portfolio, value $1,284,882.

    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 37,423 shares
    Change vs previous 13F -1,231 shares

    1.17% of the 13F portfolio, value $1,462,117.

    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 38,654 shares
    Change vs previous 13F -5,947 shares

    1.28% of the 13F portfolio, value $1,617,129.

    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 44,601 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $1,886,109.

    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).