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Disclosery

Balance Wealth Partners LLC: IGIB position timeline

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

Balance Wealth Partners LLC held 122,537 IGIB 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 122,537 shares
    Change vs previous 13F +1,710 shares

    1.73% of the 13F portfolio, value $6,515,278.

    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 120,827 shares
    Change vs previous 13F +1,544 shares

    2% of the 13F portfolio, value $6,430,435.

    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 119,283 shares
    Change vs previous 13F -88,998 shares

    2.06% of the 13F portfolio, value $6,426,951.

    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 208,281 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $11,265,876.

    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).