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Disclosery

Balance Wealth Partners LLC: SFLR position timeline

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

Balance Wealth Partners LLC held 53,395 SFLR 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 53,395 shares
    Change vs previous 13F +3,454 shares

    0.55% of the 13F portfolio, value $2,059,972.

    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 49,941 shares
    Change vs previous 13F -9,439 shares

    0.55% of the 13F portfolio, value $1,768,439.

    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 59,380 shares
    Change vs previous 13F -3,446 shares

    0.7% of the 13F portfolio, value $2,188,739.

    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 62,826 shares
    Change vs previous 13F -3,096 shares

    0.56% of the 13F portfolio, value $2,263,637.

    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 65,922 shares
    Change vs previous 13F +11,125 shares

    1.3% of the 13F portfolio, value $2,212,995.

    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 54,797 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,720,077.

    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).