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Disclosery

Balance Wealth Partners LLC: IJJ position timeline

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

Balance Wealth Partners LLC held 72,677 IJJ 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 72,677 shares
    Change vs previous 13F -9,010 shares

    2.86% of the 13F portfolio, value $10,736,536.

    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 81,687 shares
    Change vs previous 13F -43,164 shares

    3.36% of the 13F portfolio, value $10,823,461.

    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 124,851 shares
    Change vs previous 13F -126,340 shares

    5.27% of the 13F portfolio, value $16,429,233.

    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 251,191 shares
    Change vs previous 13F not available

    8.05% of the 13F portfolio, value $32,584,420.

    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).