Manager Directed Portfolios shares owned by Balanced Rock Investment Advisors
Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Balanced Rock Investment Advisors
from 13F filings
Historical chart of Balanced Rock Investment Advisors investment in Manager Directed Portfolios
Tip: Access up to 7 years of quarterly data
All positions including Manager Directed Portfolios held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in Manager Directed Portfolios by Balanced Rock Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.9M | 393k | 9.80 |
More positions owned by Balanced Rock Investment Advisors
View all positions for Balanced Rock Investment Advisors