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Disclosery

Balance Wealth Partners LLC: MUB position timeline

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

Balance Wealth Partners LLC held 10,053 MUB 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 10,053 shares
    Change vs previous 13F +681 shares

    0.29% of the 13F portfolio, value $1,081,889.

    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 9,372 shares
    Change vs previous 13F -988 shares

    0.31% of the 13F portfolio, value $994,875.

    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 10,360 shares
    Change vs previous 13F +422 shares

    0.36% of the 13F portfolio, value $1,109,648.

    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 9,938 shares
    Change vs previous 13F -244 shares

    0.26% of the 13F portfolio, value $1,058,245.

    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 10,182 shares
    Change vs previous 13F -4,940 shares

    0.62% of the 13F portfolio, value $1,063,866.

    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 15,122 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,594,435.

    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).