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Disclosery

BALANCED WEALTH GROUP LLC: PFF position timeline

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

BALANCED WEALTH GROUP LLC held 41,850 PFF 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 41,850 shares
    Change vs previous 13F +8,232 shares

    0.4% of the 13F portfolio, value $1,276,020.

    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 33,618 shares
    Change vs previous 13F -5,369 shares

    0.36% of the 13F portfolio, value $1,019,303.

    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 38,987 shares
    Change vs previous 13F -4,477 shares

    0.45% of the 13F portfolio, value $1,237,254.

    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 43,464 shares
    Change vs previous 13F +3,824 shares

    0.59% of the 13F portfolio, value $1,333,027.

    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 39,640 shares
    Change vs previous 13F -9,783 shares

    0.54% of the 13F portfolio, value $1,238,741.

    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 49,423 shares
    Change vs previous 13F -307 shares

    0.73% of the 13F portfolio, value $1,518,772.

    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 49,730 shares
    Change vs previous 13F -76,252 shares

    0.7% of the 13F portfolio, value $1,556,214.

    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 125,982 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $4,159,527.

    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).