Balance Wealth Partners LLC: BITB position timeline

Balance Wealth Partners LLC held 75,728 BITB 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 75,728 shares

   Change vs previous 13F +5,538 shares

   0.64% of the 13F portfolio, value $2,412,700.

   13F-HR 0001754960-26-000596 filed by Balance Wealth Partners LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 70,190 shares

   Change vs previous 13F +12,882 shares

   0.8% of the 13F portfolio, value $2,583,728.

   13F-HR 0001754960-26-000281 filed by Balance Wealth Partners LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 57,308 shares

   Change vs previous 13F +22,567 shares

   0.87% of the 13F portfolio, value $2,725,578.

   13F-HR 0001754960-26-000102 filed by Balance Wealth Partners LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 34,741 shares

   Change vs previous 13F +10,053 shares

   0.53% of the 13F portfolio, value $2,161,607.

   13F-HR 0001754960-25-000688 filed by Balance Wealth Partners LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 24,688 shares

   Change vs previous 13F not available

   0.85% of the 13F portfolio, value $1,446,479.

   13F-HR 0001754960-25-000599 filed by Balance Wealth Partners LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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