Balance Wealth Partners LLC: FESM position timeline

Balance Wealth Partners LLC held 0 FESM 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 -27,965 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 27,965 shares

   Change vs previous 13F +498 shares

   0.34% of the 13F portfolio, value $1,056,502.

   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 27,467 shares

   Change vs previous 13F -645 shares

   0.25% of the 13F portfolio, value $1,004,190.

   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 28,112 shares

   Change vs previous 13F +11,094 shares

   0.53% of the 13F portfolio, value $899,305.

   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 17,018 shares

   Change vs previous 13F not available

   0.33% of the 13F portfolio, value $501,684.

   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).