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Disclosery

Balance Wealth Partners LLC: STIP position timeline

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

Balance Wealth Partners LLC held 13,406 STIP 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 13,406 shares
    Change vs previous 13F +3,400 shares

    0.36% of the 13F portfolio, value $1,369,589.

    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 10,006 shares
    Change vs previous 13F -7,800 shares

    0.32% of the 13F portfolio, value $1,034,952.

    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 17,806 shares
    Change vs previous 13F -15,724 shares

    0.59% of the 13F portfolio, value $1,823,188.

    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 33,530 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,465,701.

    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).