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Balance Wealth Partners LLC: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balance Wealth Partners LLC on AIQ, newest first. How the timeline and the estimate are built.

Balance Wealth Partners LLC held 104,392 AIQ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,392 shares
    Change vs previous 13F -15,351 shares

    1.82% of the 13F portfolio, value $6,849,181.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 119,743 shares
    Change vs previous 13F +69,932 shares

    1.74% of the 13F portfolio, value $5,588,445.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,811 shares
    Change vs previous 13F -544 shares

    0.81% of the 13F portfolio, value $2,533,403.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,355 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,487,041.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).