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BALANCED WEALTH GROUP LLC: SPYV position timeline

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

BALANCED WEALTH GROUP LLC held 827,687 SPYV 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 827,687 shares
    Change vs previous 13F +16,276 shares

    15.88% of the 13F portfolio, value $50,213,202.

    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 811,411 shares
    Change vs previous 13F +20,847 shares

    16.4% of the 13F portfolio, value $45,814,941.

    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 790,564 shares
    Change vs previous 13F +22,585 shares

    16.02% of the 13F portfolio, value $43,775,540.

    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 767,979 shares
    Change vs previous 13F -2,217 shares

    17.79% of the 13F portfolio, value $40,514,671.

    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 770,196 shares
    Change vs previous 13F +30,929 shares

    17.63% of the 13F portfolio, value $40,601,138.

    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 739,267 shares
    Change vs previous 13F -63,537 shares

    18.21% of the 13F portfolio, value $37,669,052.

    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 802,804 shares
    Change vs previous 13F +14,236 shares

    17.51% of the 13F portfolio, value $39,007,148.

    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 788,568 shares
    Change vs previous 13F not available

    17.01% of the 13F portfolio, value $38,444,849.

    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).