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Disclosery

Balance Wealth Partners LLC: CTRE position timeline

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

Balance Wealth Partners LLC held 18,404 CTRE 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 18,404 shares
    Change vs previous 13F +2,353 shares

    0.2% of the 13F portfolio, value $742,601.

    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 16,051 shares
    Change vs previous 13F +25 shares

    0.18% of the 13F portfolio, value $588,269.

    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 16,026 shares
    Change vs previous 13F +2,146 shares

    0.19% of the 13F portfolio, value $579,500.

    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 13,880 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $481,358.

    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 13,880 shares
    Change vs previous 13F -1,399 shares

    0.25% of the 13F portfolio, value $424,728.

    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 15,279 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $436,674.

    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).