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Disclosery

BALANCED WEALTH GROUP LLC: RPG position timeline

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

BALANCED WEALTH GROUP LLC held 7,270 RPG 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 7,270 shares
    Change vs previous 13F -15 shares

    0.15% of the 13F portfolio, value $464,196.

    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 7,285 shares
    Change vs previous 13F -81 shares

    0.12% of the 13F portfolio, value $340,479.

    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 7,366 shares
    Change vs previous 13F -145 shares

    0.13% of the 13F portfolio, value $351,965.

    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 7,511 shares
    Change vs previous 13F +152 shares

    0.15% of the 13F portfolio, value $341,059.

    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 7,359 shares
    Change vs previous 13F -146 shares

    0.15% of the 13F portfolio, value $345,143.

    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 7,505 shares
    Change vs previous 13F +5 shares

    0.14% of the 13F portfolio, value $287,085.

    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 7,500 shares
    Change vs previous 13F -239 shares

    0.15% of the 13F portfolio, value $327,750.

    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 7,739 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $303,897.

    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).