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Disclosery

Balance Wealth Partners LLC: VOO position timeline

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

Balance Wealth Partners LLC held 49,154 VOO 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 49,154 shares
    Change vs previous 13F +8,782 shares

    8.98% of the 13F portfolio, value $33,759,590.

    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 40,372 shares
    Change vs previous 13F +14,067 shares

    7.49% of the 13F portfolio, value $24,124,517.

    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 26,305 shares
    Change vs previous 13F -3,265 shares

    5.29% of the 13F portfolio, value $16,496,173.

    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 29,570 shares
    Change vs previous 13F +12,788 shares

    4.47% of the 13F portfolio, value $18,107,842.

    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 16,782 shares
    Change vs previous 13F +1,391 shares

    5.58% of the 13F portfolio, value $9,532,659.

    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 15,391 shares
    Change vs previous 13F not available

    5.14% of the 13F portfolio, value $7,909,361.

    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).