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BALANCED WEALTH GROUP LLC: IVOV position timeline

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

BALANCED WEALTH GROUP LLC held 89,036 IVOV 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 89,036 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $10,156,322.

    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 ยง4.2).