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Disclosery

Balance Wealth Partners LLC: DFAC position timeline

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

Balance Wealth Partners LLC held 9,661 DFAC 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 9,661 shares
    Change vs previous 13F -98,943 shares

    0.11% of the 13F portfolio, value $428,559.

    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 108,604 shares
    Change vs previous 13F -1,314 shares

    1.31% of the 13F portfolio, value $4,220,357.

    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 109,918 shares
    Change vs previous 13F -1,856 shares

    1.4% of the 13F portfolio, value $4,351,637.

    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 111,774 shares
    Change vs previous 13F -5,960 shares

    1.06% of the 13F portfolio, value $4,311,125.

    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 117,734 shares
    Change vs previous 13F -24,138 shares

    2.47% of the 13F portfolio, value $4,219,576.

    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 141,872 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $4,680,372.

    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).