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BALANCED WEALTH GROUP LLC: FVD position timeline

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

BALANCED WEALTH GROUP LLC held 102,256 FVD 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 102,256 shares
    Change vs previous 13F -5,697 shares

    1.56% of the 13F portfolio, value $4,926,672.

    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 107,953 shares
    Change vs previous 13F -2,828 shares

    1.82% of the 13F portfolio, value $5,077,036.

    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 110,781 shares
    Change vs previous 13F -688 shares

    1.87% of the 13F portfolio, value $5,108,093.

    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 111,469 shares
    Change vs previous 13F +749 shares

    2.22% of the 13F portfolio, value $5,048,419.

    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 110,720 shares
    Change vs previous 13F -3,741 shares

    2.16% of the 13F portfolio, value $4,974,647.

    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 114,461 shares
    Change vs previous 13F -59 shares

    2.47% of the 13F portfolio, value $5,103,813.

    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 114,520 shares
    Change vs previous 13F -2,805 shares

    2.29% of the 13F portfolio, value $5,093,839.

    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 117,325 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $5,337,127.

    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).