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Disclosery

Balance Wealth Partners LLC: IYW position timeline

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

Balance Wealth Partners LLC held 8,508 IYW 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 8,508 shares
    Change vs previous 13F +38 shares

    0.57% of the 13F portfolio, value $2,146,084.

    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 8,470 shares
    Change vs previous 13F -11 shares

    0.48% of the 13F portfolio, value $1,536,684.

    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 8,481 shares
    Change vs previous 13F -14 shares

    0.54% of the 13F portfolio, value $1,693,431.

    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 8,495 shares
    Change vs previous 13F -3,586 shares

    0.41% of the 13F portfolio, value $1,663,785.

    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 12,081 shares
    Change vs previous 13F -616 shares

    1.23% of the 13F portfolio, value $2,093,165.

    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 12,697 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,783,124.

    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).