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Disclosery

Balance Wealth Partners LLC: XLV position timeline

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

Balance Wealth Partners LLC held 89,514 XLV 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 89,514 shares
    Change vs previous 13F -2,903 shares

    3.78% of the 13F portfolio, value $14,202,319.

    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 92,417 shares
    Change vs previous 13F -15,278 shares

    4.21% of the 13F portfolio, value $13,549,372.

    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 107,695 shares
    Change vs previous 13F -106,922 shares

    5.35% of the 13F portfolio, value $16,671,209.

    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 214,617 shares
    Change vs previous 13F not available

    7.38% of the 13F portfolio, value $29,868,146.

    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).