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
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All positions including Manager Directed Portfolios held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Manager Directed Portfolios by Balanced Rock Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 241k | 10.65 |
| 2025-06-30 | $2.4M | 231k | 10.46 |
| 2025-03-31 | $3.2M | 320k | 10.14 |
| 2024-12-31 | $3.3M | 324k | 10.12 |
| 2024-09-30 | $4.5M | 409k | 11.11 |
| 2024-06-30 | $4.0M | 413k | 9.67 |
| 2024-03-31 | $3.9M | 393k | 9.80 |
More positions owned by Balanced Rock Investment Advisors
View all positions for Balanced Rock Investment Advisors