Skip to content
Disclosery

Balance Wealth Partners LLC: TAXX position timeline

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

Balance Wealth Partners LLC held 47,357 TAXX 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 47,357 shares
    Change vs previous 13F -5,094 shares

    0.64% of the 13F portfolio, value $2,402,900.

    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 52,451 shares
    Change vs previous 13F +1,774 shares

    0.82% of the 13F portfolio, value $2,651,677.

    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 50,677 shares
    Change vs previous 13F -3,068 shares

    0.82% of the 13F portfolio, value $2,570,351.

    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 53,745 shares
    Change vs previous 13F +1,523 shares

    0.68% of the 13F portfolio, value $2,739,877.

    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 52,222 shares
    Change vs previous 13F +18,247 shares

    1.56% of the 13F portfolio, value $2,665,917.

    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 33,975 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,718,116.

    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).