Skip to content
Disclosery

BALANCED WEALTH GROUP LLC: SPHQ position timeline

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

BALANCED WEALTH GROUP LLC held 12,686 SPHQ 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 12,686 shares
    Change vs previous 13F +4 shares

    0.36% of the 13F portfolio, value $1,143,041.

    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 12,682 shares
    Change vs previous 13F -23 shares

    0.34% of the 13F portfolio, value $953,549.

    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 12,705 shares
    Change vs previous 13F +6 shares

    0.34% of the 13F portfolio, value $936,850.

    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 12,699 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $910,506.

    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 12,699 shares
    Change vs previous 13F -23 shares

    0.39% of the 13F portfolio, value $906,443.

    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 12,722 shares
    Change vs previous 13F +6 shares

    0.41% of the 13F portfolio, value $843,980.

    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 12,716 shares
    Change vs previous 13F -24 shares

    0.4% of the 13F portfolio, value $887,073.

    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 12,740 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $857,050.

    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).