Skip to content
Disclosery

BALANCED WEALTH GROUP LLC: IJR position timeline

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

BALANCED WEALTH GROUP LLC held 26,192 IJR 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 26,192 shares
    Change vs previous 13F -2,048 shares

    1.23% of the 13F portfolio, value $3,884,574.

    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 28,240 shares
    Change vs previous 13F +2,709 shares

    1.26% of the 13F portfolio, value $3,510,456.

    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 25,531 shares
    Change vs previous 13F -1 shares

    1.11% of the 13F portfolio, value $3,042,799.

    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 25,532 shares
    Change vs previous 13F +4 shares

    1.24% of the 13F portfolio, value $2,833,080.

    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 25,528 shares
    Change vs previous 13F -2,517 shares

    1.22% of the 13F portfolio, value $2,815,179.

    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 28,045 shares
    Change vs previous 13F -450 shares

    1.42% of the 13F portfolio, value $2,932,625.

    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 28,495 shares
    Change vs previous 13F -910 shares

    1.51% of the 13F portfolio, value $3,374,897.

    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 29,405 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $3,439,229.

    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).