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Disclosery

Balance Wealth Partners LLC: WFC position timeline

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

Balance Wealth Partners LLC held 60,185 WFC 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 60,185 shares
    Change vs previous 13F +231 shares

    1.32% of the 13F portfolio, value $4,973,663.

    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 59,954 shares
    Change vs previous 13F -122 shares

    1.48% of the 13F portfolio, value $4,772,989.

    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 60,076 shares
    Change vs previous 13F -132 shares

    1.8% of the 13F portfolio, value $5,599,037.

    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 60,208 shares
    Change vs previous 13F -1,323 shares

    1.25% of the 13F portfolio, value $5,046,627.

    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 61,531 shares
    Change vs previous 13F -293 shares

    2.89% of the 13F portfolio, value $4,929,894.

    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 61,824 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $4,438,364.

    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).