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Disclosery

Balance Wealth Partners LLC: BIL position timeline

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

Balance Wealth Partners LLC held 35,928 BIL 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 35,928 shares
    Change vs previous 13F +4,835 shares

    0.88% of the 13F portfolio, value $3,292,442.

    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 31,093 shares
    Change vs previous 13F +7,692 shares

    0.88% of the 13F portfolio, value $2,849,363.

    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 23,401 shares
    Change vs previous 13F +5,037 shares

    0.69% of the 13F portfolio, value $2,138,383.

    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 18,364 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,684,898.

    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).