Skip to content
Disclosery

Balance Wealth Partners LLC: DFAI position timeline

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

Balance Wealth Partners LLC held 6,107 DFAI 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 6,107 shares
    Change vs previous 13F -1,315 shares

    0.07% of the 13F portfolio, value $251,926.

    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 7,422 shares
    Change vs previous 13F -598 shares

    0.09% of the 13F portfolio, value $289,165.

    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 8,020 shares
    Change vs previous 13F -404 shares

    0.1% of the 13F portfolio, value $305,647.

    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 8,424 shares
    Change vs previous 13F -129 shares

    0.08% of the 13F portfolio, value $306,220.

    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 8,553 shares
    Change vs previous 13F -4,995 shares

    0.17% of the 13F portfolio, value $295,668.

    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 13,548 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $423,093.

    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).