Balance Wealth Partners LLC: DFIC position timeline

Balance Wealth Partners LLC held 0 DFIC 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 -27,125 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 27,125 shares

   Change vs previous 13F -1,244 shares

   0.3% of the 13F portfolio, value $934,744.

   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 28,369 shares

   Change vs previous 13F +64 shares

   0.23% of the 13F portfolio, value $930,229.

   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 28,305 shares

   Change vs previous 13F +4,930 shares

   0.52% of the 13F portfolio, value $880,003.

   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 23,375 shares

   Change vs previous 13F not available

   0.42% of the 13F portfolio, value $649,134.

   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).