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Disclosery

Balance Wealth Partners LLC: IXN position timeline

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

Balance Wealth Partners LLC held 15,924 IXN 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 15,924 shares
    Change vs previous 13F +1 shares

    0.61% of the 13F portfolio, value $2,300,680.

    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 15,923 shares
    Change vs previous 13F +99 shares

    0.49% of the 13F portfolio, value $1,591,908.

    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 15,824 shares
    Change vs previous 13F +1,186 shares

    0.53% of the 13F portfolio, value $1,661,506.

    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 14,638 shares
    Change vs previous 13F -2 shares

    0.37% of the 13F portfolio, value $1,510,801.

    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 14,640 shares
    Change vs previous 13F +695 shares

    0.79% of the 13F portfolio, value $1,351,857.

    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 13,945 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,056,194.

    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).