Balance Wealth Partners LLC: CUSD position timeline

Balance Wealth Partners LLC held 0 CUSD shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -83,861 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 83,861 shares

   Change vs previous 13F +5,667 shares

   0.51% of the 13F portfolio, value $1,593,786.

   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).

3. period ended2025-09-30

   13F 78,194 shares

   Change vs previous 13F +7,678 shares

   0.42% of the 13F portfolio, value $1,695,246.

   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).

4. period ended2025-06-30

   13F 70,516 shares

   Change vs previous 13F +48,080 shares

   0.88% of the 13F portfolio, value $1,511,158.

   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).

5. period ended2025-03-31

   13F 22,436 shares

   Change vs previous 13F not available

   0.31% of the 13F portfolio, value $470,253.

   13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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