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Disclosery

Balance Wealth Partners LLC: BALT position timeline

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

Balance Wealth Partners LLC held 11,363 BALT 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 11,363 shares
    Change vs previous 13F +1,077 shares

    0.1% of the 13F portfolio, value $389,411.

    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 10,286 shares
    Change vs previous 13F -12,715 shares

    0.11% of the 13F portfolio, value $344,231.

    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 23,001 shares
    Change vs previous 13F +457 shares

    0.25% of the 13F portfolio, value $770,777.

    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 22,544 shares
    Change vs previous 13F -3,057 shares

    0.18% of the 13F portfolio, value $739,909.

    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).

  5. period ended2025-06-30
    13F 25,601 shares
    Change vs previous 13F +4,205 shares

    0.48% of the 13F portfolio, value $821,274.

    13F-HR 0001754960-25-000599 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).

  6. period ended2025-03-31
    13F 21,396 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $671,419.

    13F-HR 0001754960-25-000245 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).