Skip to content
Disclosery

Balance Wealth Partners LLC: IVW position timeline

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

Balance Wealth Partners LLC held 9,092 IVW 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 9,092 shares
    Change vs previous 13F +586 shares

    0.33% of the 13F portfolio, value $1,250,447.

    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 8,506 shares
    Change vs previous 13F +34 shares

    0.3% of the 13F portfolio, value $962,142.

    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 8,472 shares
    Change vs previous 13F -44 shares

    0.34% of the 13F portfolio, value $1,044,300.

    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 8,516 shares
    Change vs previous 13F -203 shares

    0.25% of the 13F portfolio, value $1,028,076.

    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 8,719 shares
    Change vs previous 13F -9,747 shares

    0.56% of the 13F portfolio, value $959,991.

    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 18,466 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,714,193.

    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).