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Disclosery

BALANCED WEALTH GROUP LLC: VEU position timeline

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

BALANCED WEALTH GROUP LLC held 136,852 VEU 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 136,852 shares
    Change vs previous 13F +1,163 shares

    3.62% of the 13F portfolio, value $11,461,353.

    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 135,689 shares
    Change vs previous 13F +1,858 shares

    3.65% of the 13F portfolio, value $10,190,217.

    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 133,831 shares
    Change vs previous 13F -458 shares

    3.52% of the 13F portfolio, value $9,629,112.

    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 134,289 shares
    Change vs previous 13F -270 shares

    3.96% of the 13F portfolio, value $9,028,281.

    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 134,559 shares
    Change vs previous 13F -1,560 shares

    3.89% of the 13F portfolio, value $8,961,648.

    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 136,119 shares
    Change vs previous 13F +1,289 shares

    3.99% of the 13F portfolio, value $8,256,955.

    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 134,830 shares
    Change vs previous 13F +3,971 shares

    3.59% of the 13F portfolio, value $8,004,838.

    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 130,859 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $8,244,110.

    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).