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Disclosery

BALANCED WEALTH GROUP LLC: DTM position timeline

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

BALANCED WEALTH GROUP LLC held 1,659 DTM 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 1,659 shares
    Change vs previous 13F +11 shares

    0.08% of the 13F portfolio, value $243,501.

    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 1,648 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $221,999.

    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).