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BALANCED WEALTH GROUP LLC: SLYV position timeline

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

BALANCED WEALTH GROUP LLC held 44,826 SLYV 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 44,826 shares
    Change vs previous 13F -82,220 shares

    1.55% of the 13F portfolio, value $4,890,943.

    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 127,046 shares
    Change vs previous 13F -3,237 shares

    4.3% of the 13F portfolio, value $12,016,050.

    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 130,283 shares
    Change vs previous 13F +3,694 shares

    4.25% of the 13F portfolio, value $11,623,870.

    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 126,589 shares
    Change vs previous 13F -500 shares

    4.55% of the 13F portfolio, value $10,355,020.

    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 127,089 shares
    Change vs previous 13F +15,086 shares

    4.46% of the 13F portfolio, value $10,277,725.

    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 112,003 shares
    Change vs previous 13F +1,072 shares

    4.24% of the 13F portfolio, value $8,781,015.

    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 110,931 shares
    Change vs previous 13F +2,472 shares

    4.37% of the 13F portfolio, value $9,727,979.

    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 108,459 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $9,292,253.

    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).