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Disclosery

Balance Wealth Partners LLC: EFG position timeline

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

Balance Wealth Partners LLC held 9,362 EFG 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 9,362 shares
    Change vs previous 13F -423 shares

    0.31% of the 13F portfolio, value $1,164,805.

    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 9,785 shares
    Change vs previous 13F -447 shares

    0.34% of the 13F portfolio, value $1,089,838.

    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 10,232 shares
    Change vs previous 13F -398 shares

    0.37% of the 13F portfolio, value $1,165,576.

    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 10,630 shares
    Change vs previous 13F -521 shares

    0.3% of the 13F portfolio, value $1,210,508.

    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 11,151 shares
    Change vs previous 13F -3,079 shares

    0.73% of the 13F portfolio, value $1,248,941.

    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 14,230 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,422,967.

    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).