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BALANCED WEALTH GROUP LLC: SLYG position timeline

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

BALANCED WEALTH GROUP LLC held 48,384 SLYG 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 48,384 shares
    Change vs previous 13F -70,655 shares

    1.82% of the 13F portfolio, value $5,764,018.

    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 119,039 shares
    Change vs previous 13F +2,941 shares

    4.12% of the 13F portfolio, value $11,501,540.

    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 116,098 shares
    Change vs previous 13F +4,871 shares

    4.01% of the 13F portfolio, value $10,951,512.

    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 111,227 shares
    Change vs previous 13F -1,981 shares

    4.36% of the 13F portfolio, value $9,929,234.

    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 113,208 shares
    Change vs previous 13F +13,000 shares

    4.38% of the 13F portfolio, value $10,097,005.

    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 100,208 shares
    Change vs previous 13F -1,582 shares

    4.02% of the 13F portfolio, value $8,317,268.

    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 101,790 shares
    Change vs previous 13F +6,713 shares

    4.23% of the 13F portfolio, value $9,430,896.

    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 95,077 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $8,727,478.

    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).