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Disclosery

BALANCED WEALTH GROUP LLC: IJH position timeline

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

BALANCED WEALTH GROUP LLC held 55,043 IJH 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 55,043 shares
    Change vs previous 13F -4,937 shares

    1.34% of the 13F portfolio, value $4,244,329.

    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 59,980 shares
    Change vs previous 13F +5,128 shares

    1.45% of the 13F portfolio, value $4,050,463.

    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 54,852 shares
    Change vs previous 13F +29 shares

    1.31% of the 13F portfolio, value $3,592,278.

    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 54,823 shares
    Change vs previous 13F +34 shares

    1.51% of the 13F portfolio, value $3,442,333.

    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 54,789 shares
    Change vs previous 13F +1,209 shares

    1.5% of the 13F portfolio, value $3,453,364.

    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 53,580 shares
    Change vs previous 13F -6,181 shares

    1.51% of the 13F portfolio, value $3,126,413.

    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 59,761 shares
    Change vs previous 13F -2,175 shares

    1.73% of the 13F portfolio, value $3,863,578.

    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 61,936 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $3,859,858.

    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).