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Disclosery

Balance Wealth Partners LLC: TXXI position timeline

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

Balance Wealth Partners LLC held 14,654 TXXI 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 14,654 shares
    Change vs previous 13F -163 shares

    0.2% of the 13F portfolio, value $745,169.

    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 14,817 shares
    Change vs previous 13F +5,126 shares

    0.23% of the 13F portfolio, value $743,371.

    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 9,691 shares
    Change vs previous 13F -233 shares

    0.16% of the 13F portfolio, value $490,352.

    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 9,924 shares
    Change vs previous 13F -691 shares

    0.12% of the 13F portfolio, value $500,343.

    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 10,615 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $525,723.

    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).