Skip to content
Disclosery

Balance Wealth Partners LLC: DFAU position timeline

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

Balance Wealth Partners LLC held 25,041 DFAU 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 25,041 shares
    Change vs previous 13F -10,423 shares

    0.34% of the 13F portfolio, value $1,294,372.

    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 35,464 shares
    Change vs previous 13F -654 shares

    0.5% of the 13F portfolio, value $1,600,174.

    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 36,118 shares
    Change vs previous 13F -3,611 shares

    0.54% of the 13F portfolio, value $1,690,328.

    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 39,729 shares
    Change vs previous 13F -796 shares

    0.45% of the 13F portfolio, value $1,818,006.

    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 40,525 shares
    Change vs previous 13F -6,025 shares

    1.01% of the 13F portfolio, value $1,716,642.

    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 46,550 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,789,397.

    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).