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Disclosery

Balance Wealth Partners LLC: BINV position timeline

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

Balance Wealth Partners LLC held 193,680 BINV 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 193,680 shares
    Change vs previous 13F +11,805 shares

    2.16% of the 13F portfolio, value $8,126,808.

    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 181,875 shares
    Change vs previous 13F -1,785 shares

    2.33% of the 13F portfolio, value $7,496,925.

    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 183,660 shares
    Change vs previous 13F -10,947 shares

    2.37% of the 13F portfolio, value $7,372,113.

    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 194,607 shares
    Change vs previous 13F +45,852 shares

    1.85% of the 13F portfolio, value $7,476,791.

    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 148,755 shares
    Change vs previous 13F +45,561 shares

    3.12% of the 13F portfolio, value $5,334,364.

    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 103,194 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $3,409,526.

    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).