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Disclosery

Balance Wealth Partners LLC: PCMM position timeline

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

Balance Wealth Partners LLC held 60,122 PCMM 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 60,122 shares
    Change vs previous 13F +1,341 shares

    0.8% of the 13F portfolio, value $2,998,591.

    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 58,781 shares
    Change vs previous 13F +1,542 shares

    0.9% of the 13F portfolio, value $2,890,321.

    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 57,239 shares
    Change vs previous 13F -5,896 shares

    0.92% of the 13F portfolio, value $2,868,839.

    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 63,135 shares
    Change vs previous 13F +13,030 shares

    0.79% of the 13F portfolio, value $3,192,775.

    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 50,105 shares
    Change vs previous 13F +36,604 shares

    1.48% of the 13F portfolio, value $2,524,296.

    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 13,501 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $686,902.

    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).