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Disclosery

BALANCED WEALTH GROUP LLC: FE position timeline

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

BALANCED WEALTH GROUP LLC held 25,873 FE 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 25,873 shares
    Change vs previous 13F +210 shares

    0.39% of the 13F portfolio, value $1,229,986.

    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 25,663 shares
    Change vs previous 13F -2,598 shares

    0.47% of the 13F portfolio, value $1,300,076.

    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 28,261 shares
    Change vs previous 13F +271 shares

    0.48% of the 13F portfolio, value $1,299,176.

    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 27,990 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,130,217.

    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 27,990 shares
    Change vs previous 13F -88 shares

    0.52% of the 13F portfolio, value $1,195,432.

    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 28,078 shares
    Change vs previous 13F +1,087 shares

    0.55% of the 13F portfolio, value $1,134,933.

    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 26,991 shares
    Change vs previous 13F +250 shares

    0.48% of the 13F portfolio, value $1,074,242.

    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 26,741 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,185,961.

    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).