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Disclosery

Balance Wealth Partners LLC: BUFB position timeline

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

Balance Wealth Partners LLC held 32,371 BUFB 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 32,371 shares
    Change vs previous 13F -891 shares

    0.34% of the 13F portfolio, value $1,272,504.

    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 33,262 shares
    Change vs previous 13F -2,547 shares

    0.37% of the 13F portfolio, value $1,194,457.

    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 35,809 shares
    Change vs previous 13F -112 shares

    0.42% of the 13F portfolio, value $1,311,846.

    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 35,921 shares
    Change vs previous 13F -1,779 shares

    0.32% of the 13F portfolio, value $1,283,834.

    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 37,700 shares
    Change vs previous 13F +6,403 shares

    0.75% of the 13F portfolio, value $1,277,276.

    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 31,297 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $983,355.

    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).