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Disclosery

Balance Wealth Partners LLC: SNPE position timeline

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

Balance Wealth Partners LLC held 15,910 SNPE 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 15,910 shares
    Change vs previous 13F -1,747 shares

    0.29% of the 13F portfolio, value $1,095,537.

    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 17,657 shares
    Change vs previous 13F +61 shares

    0.33% of the 13F portfolio, value $1,051,527.

    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 17,596 shares
    Change vs previous 13F -253 shares

    0.35% of the 13F portfolio, value $1,098,852.

    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 17,849 shares
    Change vs previous 13F -151 shares

    0.26% of the 13F portfolio, value $1,071,459.

    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 18,000 shares
    Change vs previous 13F +6 shares

    0.58% of the 13F portfolio, value $995,401.

    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 17,994 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $907,453.

    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).