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Balance Wealth Partners LLC: MLN position timeline

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

Balance Wealth Partners LLC held 91,063 MLN 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 91,063 shares
    Change vs previous 13F +16,814 shares

    0.43% of the 13F portfolio, value $1,619,096.

    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 74,249 shares
    Change vs previous 13F +11,957 shares

    0.4% of the 13F portfolio, value $1,294,906.

    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 62,292 shares
    Change vs previous 13F +15,430 shares

    0.35% of the 13F portfolio, value $1,092,046.

    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 46,862 shares
    Change vs previous 13F +25,202 shares

    0.2% of the 13F portfolio, value $819,140.

    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 21,660 shares
    Change vs previous 13F +6,419 shares

    0.21% of the 13F portfolio, value $365,834.

    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 15,241 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $265,044.

    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).