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Disclosery

Balance Wealth Partners LLC: BIV position timeline

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

Balance Wealth Partners LLC held 45,563 BIV 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 45,563 shares
    Change vs previous 13F -2,664 shares

    0.93% of the 13F portfolio, value $3,494,682.

    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 48,227 shares
    Change vs previous 13F -25 shares

    1.16% of the 13F portfolio, value $3,722,160.

    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 48,252 shares
    Change vs previous 13F -280 shares

    1.21% of the 13F portfolio, value $3,757,866.

    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 48,532 shares
    Change vs previous 13F -2,179 shares

    0.94% of the 13F portfolio, value $3,789,864.

    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 50,711 shares
    Change vs previous 13F -708 shares

    2.3% of the 13F portfolio, value $3,922,008.

    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 51,419 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $3,937,188.

    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).