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Disclosery

BALANCED WEALTH GROUP LLC: ETV position timeline

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

BALANCED WEALTH GROUP LLC held 617,433 ETV 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 617,433 shares
    Change vs previous 13F +10,479 shares

    2.9% of the 13F portfolio, value $9,187,403.

    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 606,954 shares
    Change vs previous 13F +34,974 shares

    2.97% of the 13F portfolio, value $8,297,064.

    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 571,980 shares
    Change vs previous 13F +16,004 shares

    2.98% of the 13F portfolio, value $8,150,712.

    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 555,976 shares
    Change vs previous 13F -2,538 shares

    3.37% of the 13F portfolio, value $7,666,907.

    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 558,514 shares
    Change vs previous 13F +17,092 shares

    3.34% of the 13F portfolio, value $7,701,909.

    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 541,422 shares
    Change vs previous 13F -4,352 shares

    3.46% of the 13F portfolio, value $7,152,184.

    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 545,774 shares
    Change vs previous 13F +21,822 shares

    3.53% of the 13F portfolio, value $7,865,030.

    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 523,952 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $7,220,545.

    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).