Balanced Rock Investment Advisors LLC
Position in LIND — Lindblad Expeditions Holdings, Inc.
CIK 2011851
ROSLINDALE, MA
Position in LIND
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$299,739
+$82,088 QoQ
Shares Held
10,614
-15.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#149
of 224 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LIND Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Balanced Rock Investment Advisors LLC holds $299,739 across 1 Travel Services name. LIND ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIND |
Lindblad Expeditions Holdings, Inc.
This page
|
10,614 | $299,739 |
All Filings in LIND
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,739 | 10,614 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $217,651 | 12,581 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $183,855 | 12,750 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $165,504 | 12,930 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $176,905 | 15,159 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $217,418 | 23,454 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $281,010 | 23,694 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $279,313 | 30,196 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $309,427 | 32,065 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $309,989 | 33,225 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $380,542 | 33,766 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||