Skip to content
Disclosery

Balance Wealth Partners LLC: SPMD position timeline

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

Balance Wealth Partners LLC held 16,832 SPMD 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 16,832 shares
    Change vs previous 13F +4,331 shares

    0.3% of the 13F portfolio, value $1,137,159.

    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 12,501 shares
    Change vs previous 13F -17,579 shares

    0.23% of the 13F portfolio, value $740,343.

    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 30,080 shares
    Change vs previous 13F +5,841 shares

    0.56% of the 13F portfolio, value $1,741,944.

    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 24,239 shares
    Change vs previous 13F +1,292 shares

    0.34% of the 13F portfolio, value $1,386,212.

    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 22,947 shares
    Change vs previous 13F -1,016 shares

    0.73% of the 13F portfolio, value $1,247,856.

    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 23,963 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,226,420.

    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).