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Disclosery

BALANCED WEALTH GROUP LLC: FNDE position timeline

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

BALANCED WEALTH GROUP LLC held 314,528 FNDE 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 314,528 shares
    Change vs previous 13F +5,910 shares

    3.95% of the 13F portfolio, value $12,480,488.

    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 308,618 shares
    Change vs previous 13F +16,070 shares

    4.23% of the 13F portfolio, value $11,807,712.

    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 292,548 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $10,622,418.

    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).