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Disclosery

Balance Wealth Partners LLC: VEA position timeline

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

Balance Wealth Partners LLC held 13,840 VEA 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 13,840 shares
    Change vs previous 13F -2,260 shares

    0.26% of the 13F portfolio, value $986,096.

    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 16,100 shares
    Change vs previous 13F +9,143 shares

    0.32% of the 13F portfolio, value $1,031,721.

    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 6,957 shares
    Change vs previous 13F +51 shares

    0.14% of the 13F portfolio, value $434,617.

    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 6,906 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $413,827.

    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).