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Disclosery

Balance Wealth Partners LLC: IUSB position timeline

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

Balance Wealth Partners LLC held 100,699 IUSB 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 100,699 shares
    Change vs previous 13F +11,145 shares

    1.24% of the 13F portfolio, value $4,647,248.

    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 89,554 shares
    Change vs previous 13F +35,282 shares

    1.28% of the 13F portfolio, value $4,136,536.

    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 54,272 shares
    Change vs previous 13F +2,548 shares

    0.81% of the 13F portfolio, value $2,525,818.

    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 51,724 shares
    Change vs previous 13F -4,001 shares

    0.6% of the 13F portfolio, value $2,416,047.

    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 55,725 shares
    Change vs previous 13F +2,970 shares

    1.51% of the 13F portfolio, value $2,576,189.

    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 52,755 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,430,968.

    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).