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Disclosery

Balance Wealth Partners LLC: VPLS position timeline

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

Balance Wealth Partners LLC held 206,733 VPLS 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 206,733 shares
    Change vs previous 13F +17,160 shares

    4.27% of the 13F portfolio, value $16,037,448.

    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 189,573 shares
    Change vs previous 13F +597 shares

    4.57% of the 13F portfolio, value $14,708,800.

    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 188,976 shares
    Change vs previous 13F +5,725 shares

    4.74% of the 13F portfolio, value $14,761,893.

    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 183,251 shares
    Change vs previous 13F +67,276 shares

    3.56% of the 13F portfolio, value $14,408,725.

    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 115,975 shares
    Change vs previous 13F +63,748 shares

    5.28% of the 13F portfolio, value $9,022,847.

    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 52,227 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $4,050,758.

    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).