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Disclosery

Balance Wealth Partners LLC: QUAL position timeline

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

Balance Wealth Partners LLC held 7,652 QUAL 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 7,652 shares
    Change vs previous 13F -349 shares

    0.45% of the 13F portfolio, value $1,679,114.

    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 8,001 shares
    Change vs previous 13F -380 shares

    0.48% of the 13F portfolio, value $1,534,850.

    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 8,381 shares
    Change vs previous 13F -585 shares

    0.53% of the 13F portfolio, value $1,664,558.

    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 8,966 shares
    Change vs previous 13F -5,885 shares

    0.43% of the 13F portfolio, value $1,743,895.

    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 14,851 shares
    Change vs previous 13F -2,952 shares

    1.59% of the 13F portfolio, value $2,714,992.

    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 17,803 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $3,042,321.

    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).