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Disclosery

Balance Wealth Partners LLC: EMXC position timeline

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

Balance Wealth Partners LLC held 30,671 EMXC 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 30,671 shares
    Change vs previous 13F +730 shares

    0.83% of the 13F portfolio, value $3,137,614.

    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 29,941 shares
    Change vs previous 13F +7,443 shares

    0.73% of the 13F portfolio, value $2,355,234.

    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 22,498 shares
    Change vs previous 13F +528 shares

    0.52% of the 13F portfolio, value $1,635,134.

    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 21,970 shares
    Change vs previous 13F -5,633 shares

    0.37% of the 13F portfolio, value $1,483,165.

    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 27,603 shares
    Change vs previous 13F -7,232 shares

    1.02% of the 13F portfolio, value $1,742,864.

    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 34,835 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,919,055.

    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).