Balanced Rock Investment Advisors LLC
Position in VGSR — Vert Global Sustainable Real Estate ETF
CIK 2011851
ROSLINDALE, MA
All Filings in VGSR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VGSR | $2,645,409 | 256,090 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 VGSR | $2,651,719 | 254,973 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 VGSR | $2,561,239 | 240,492 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 VGSR | $2,416,573 | 231,030 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 VGSR | $3,244,434 | 319,964 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 VGSR | $3,275,125 | 323,629 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 VGSR | $4,542,290 | 408,847 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 VGSR | $3,992,201 | 412,844 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 VGSR | $3,854,914 | 393,158 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 VGSR | $4,562,486 | 458,081 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||