Balanced Rock Investment Advisors LLC

Business address
4238 Washington St, Ste 311, Roslindale, MA, 02131
Top securities (13F)
DFSI, EVTR, RAFE, USXF, ESGU, SPHQ, DMXF, DFGR, ESGD, DFSE, VSGX, HYXF, EUSB, LTPZ, VCRM, EAGG, NULV, VGSR, VV, and DFIP
State of incorporation
MA
Fiscal year end
31 December
Former names
Balanced Rock Investment Advisor (to 13 Feb 2024)
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Balanced Rock Investment Advisors LLC has filed 9 SEC EDGAR filings since 13 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-23765
N-PX Open Document Open Filing 25 Aug 2025 30 Jun 2025 028-23765
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-23765
13F-HR Open Document Open Filing 12 May 2025 31 Mar 2025 028-23765
13F-HR Open Document Open Filing 13 Feb 2025 31 Dec 2024 028-23765
13F-HR Open Document Open Filing 13 Nov 2024 30 Sep 2024 028-23765
13F-HR Open Document Open Filing 31 Jul 2024 30 Jun 2024 028-23765
13F-HR Open Document Open Filing 13 May 2024 31 Mar 2024 028-23765
13F-HR Open Document Open Filing 13 Feb 2024 31 Dec 2023 028-23765