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BALANCED WEALTH GROUP LLC: AFB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALANCED WEALTH GROUP LLC on AFB, newest first. How the timeline and the estimate are built.

BALANCED WEALTH GROUP LLC held 24,433 AFB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,433 shares
    Change vs previous 13F +1,188 shares

    0.09% of the 13F portfolio, value $278,783.

    13F-HR 0001951757-26-001197 filed by BALANCED WEALTH GROUP 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 23,245 shares
    Change vs previous 13F +10,527 shares

    0.09% of the 13F portfolio, value $248,489.

    13F-HR 0001951757-26-000719 filed by BALANCED WEALTH GROUP 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 12,718 shares
    Change vs previous 13F -89,402 shares

    0.05% of the 13F portfolio, value $139,008.

    13F-HR 0001951757-26-000052 filed by BALANCED WEALTH GROUP 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 102,120 shares
    Change vs previous 13F +87,807 shares

    0.47% of the 13F portfolio, value $1,058,989.

    13F-HR 0001951757-25-001205 filed by BALANCED WEALTH GROUP 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 14,313 shares
    Change vs previous 13F -98,717 shares

    0.06% of the 13F portfolio, value $145,136.

    13F-HR 0001951757-25-001075 filed by BALANCED WEALTH GROUP 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 113,030 shares
    Change vs previous 13F +12,035 shares

    0.59% of the 13F portfolio, value $1,227,500.

    13F-HR 0001951757-25-000368 filed by BALANCED WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 100,995 shares
    Change vs previous 13F +19,318 shares

    0.5% of the 13F portfolio, value $1,117,007.

    13F-HR 0001951757-25-000219 filed by BALANCED WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 81,677 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $963,784.

    13F-HR 0001951757-24-001131 filed by BALANCED WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).