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Disclosery

Balance Wealth Partners LLC: STXT position timeline

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

Balance Wealth Partners LLC held 14,230 STXT 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 14,230 shares
    Change vs previous 13F +1,713 shares

    0.07% of the 13F portfolio, value $279,273.

    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 12,517 shares
    Change vs previous 13F -3,286 shares

    0.08% of the 13F portfolio, value $249,277.

    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 15,803 shares
    Change vs previous 13F +1,402 shares

    0.1% of the 13F portfolio, value $317,643.

    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 14,401 shares
    Change vs previous 13F +1,406 shares

    0.07% of the 13F portfolio, value $292,050.

    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 12,995 shares
    Change vs previous 13F +255 shares

    0.15% of the 13F portfolio, value $262,123.

    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 12,740 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $256,266.

    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).