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Disclosery

Balance Wealth Partners LLC: CIBR position timeline

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

Balance Wealth Partners LLC held 7,811 CIBR 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 7,811 shares
    Change vs previous 13F -245 shares

    0.19% of the 13F portfolio, value $701,777.

    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 8,056 shares
    Change vs previous 13F +30 shares

    0.16% of the 13F portfolio, value $504,950.

    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 8,026 shares
    Change vs previous 13F +253 shares

    0.18% of the 13F portfolio, value $573,473.

    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 7,773 shares
    Change vs previous 13F -233 shares

    0.15% of the 13F portfolio, value $590,846.

    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 8,006 shares
    Change vs previous 13F +111 shares

    0.35% of the 13F portfolio, value $605,094.

    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 7,895 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $497,359.

    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).