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BALANCED WEALTH GROUP LLC: EEM position timeline

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

BALANCED WEALTH GROUP LLC held 47,832 EEM 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 47,832 shares
    Change vs previous 13F -2,325 shares

    1.03% of the 13F portfolio, value $3,272,202.

    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 50,157 shares
    Change vs previous 13F +700 shares

    1.02% of the 13F portfolio, value $2,848,433.

    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 49,457 shares
    Change vs previous 13F -661 shares

    0.97% of the 13F portfolio, value $2,661,786.

    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 50,118 shares
    Change vs previous 13F +110 shares

    1.06% of the 13F portfolio, value $2,422,183.

    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 50,008 shares
    Change vs previous 13F +2,250 shares

    1.05% of the 13F portfolio, value $2,428,368.

    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 47,758 shares
    Change vs previous 13F +881 shares

    1.01% of the 13F portfolio, value $2,087,024.

    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 46,877 shares
    Change vs previous 13F +310 shares

    0.9% of the 13F portfolio, value $2,002,584.

    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 46,567 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,135,565.

    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).