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Balance Wealth Partners LLC: GOOG position timeline

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

Balance Wealth Partners LLC held 6,550 GOOG 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 6,550 shares
    Change vs previous 13F +579 shares

    0.62% of the 13F portfolio, value $2,314,348.

    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 5,971 shares
    Change vs previous 13F +425 shares

    0.53% of the 13F portfolio, value $1,713,178.

    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 5,546 shares
    Change vs previous 13F +311 shares

    0.56% of the 13F portfolio, value $1,740,596.

    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 5,235 shares
    Change vs previous 13F +1,512 shares

    0.31% of the 13F portfolio, value $1,275,050.

    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 3,723 shares
    Change vs previous 13F +290 shares

    0.39% of the 13F portfolio, value $660,420.

    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 3,433 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $536,343.

    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).