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Disclosery

Balance Wealth Partners LLC: VTEB position timeline

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

Balance Wealth Partners LLC held 11,313 VTEB 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 11,313 shares
    Change vs previous 13F -4,880 shares

    0.15% of the 13F portfolio, value $572,210.

    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 16,193 shares
    Change vs previous 13F +4,601 shares

    0.25% of the 13F portfolio, value $807,914.

    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 11,592 shares
    Change vs previous 13F +214 shares

    0.19% of the 13F portfolio, value $582,971.

    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 11,378 shares
    Change vs previous 13F +151 shares

    0.14% of the 13F portfolio, value $569,694.

    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 11,227 shares
    Change vs previous 13F +675 shares

    0.32% of the 13F portfolio, value $550,458.

    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 10,552 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $523,585.

    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).