Skip to content
Disclosery

Balance Wealth Partners LLC: JAAA position timeline

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

Balance Wealth Partners LLC held 35,421 JAAA 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 35,421 shares
    Change vs previous 13F +5,934 shares

    0.48% of the 13F portfolio, value $1,788,408.

    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 29,487 shares
    Change vs previous 13F +12,015 shares

    0.46% of the 13F portfolio, value $1,485,264.

    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 17,472 shares
    Change vs previous 13F -5,182 shares

    0.28% of the 13F portfolio, value $883,750.

    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 22,654 shares
    Change vs previous 13F -729 shares

    0.28% of the 13F portfolio, value $1,150,356.

    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 23,383 shares
    Change vs previous 13F -25,889 shares

    0.69% of the 13F portfolio, value $1,186,709.

    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 49,272 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $2,498,588.

    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).