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Disclosery

Balance Wealth Partners LLC: SPTM position timeline

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

Balance Wealth Partners LLC held 4,222 SPTM 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 4,222 shares
    Change vs previous 13F -900 shares

    0.1% of the 13F portfolio, value $383,315.

    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 5,122 shares
    Change vs previous 13F +854 shares

    0.13% of the 13F portfolio, value $404,945.

    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 4,268 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $352,110.

    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).