Balance Wealth Partners LLC: ENSG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balance Wealth Partners LLC on ENSG, newest first. How the timeline and the estimate are built.
Balance Wealth Partners LLC held 10,070 ENSG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 10,070 sharesChange vs previous 13F +1,951 shares
0.43% of the 13F portfolio, value $1,614,221.
13F-HR 0001754960-26-000596 filed by Balance Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,119 sharesChange vs previous 13F +6 shares
0.51% of the 13F portfolio, value $1,635,979.
13F-HR 0001754960-26-000281 filed by Balance Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,113 sharesChange vs previous 13F +1,270 shares
0.45% of the 13F portfolio, value $1,413,285.
13F-HR 0001754960-26-000102 filed by Balance Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,843 sharesChange vs previous 13F -63 shares
0.29% of the 13F portfolio, value $1,182,265.
13F-HR 0001754960-25-000688 filed by Balance Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,906 sharesChange vs previous 13F 0 shares
0.62% of the 13F portfolio, value $1,065,320.
13F-HR 0001754960-25-000599 filed by Balance Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,906 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $893,636.
13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).