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Disclosery

Balance Wealth Partners LLC: SPAB position timeline

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

Balance Wealth Partners LLC held 50,620 SPAB 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 50,620 shares
    Change vs previous 13F -3,303 shares

    0.34% of the 13F portfolio, value $1,291,816.

    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 53,923 shares
    Change vs previous 13F -1,116 shares

    0.43% of the 13F portfolio, value $1,381,507.

    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 55,039 shares
    Change vs previous 13F -5,122 shares

    0.45% of the 13F portfolio, value $1,417,265.

    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 60,161 shares
    Change vs previous 13F -137,786 shares

    0.38% of the 13F portfolio, value $1,555,169.

    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 197,947 shares
    Change vs previous 13F -31,062 shares

    2.97% of the 13F portfolio, value $5,067,451.

    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 229,009 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $5,848,890.

    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).