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Disclosery

Balance Wealth Partners LLC: RECS position timeline

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

Balance Wealth Partners LLC held 8,708 RECS 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 8,708 shares
    Change vs previous 13F -638 shares

    0.1% of the 13F portfolio, value $376,873.

    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 9,346 shares
    Change vs previous 13F -28,370 shares

    0.11% of the 13F portfolio, value $364,327.

    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 37,716 shares
    Change vs previous 13F -1,115 shares

    0.49% of the 13F portfolio, value $1,540,330.

    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 38,831 shares
    Change vs previous 13F -15,894 shares

    0.39% of the 13F portfolio, value $1,566,848.

    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 54,725 shares
    Change vs previous 13F -247,294 shares

    1.18% of the 13F portfolio, value $2,013,348.

    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 302,019 shares
    Change vs previous 13F not available

    6.52% of the 13F portfolio, value $10,030,058.

    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).