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BALANCED WEALTH GROUP LLC: VIOG position timeline

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

BALANCED WEALTH GROUP LLC held 51,756 VIOG 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 51,756 shares
    Change vs previous 13F +49,239 shares

    2.51% of the 13F portfolio, value $7,940,419.

    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 2,517 shares
    Change vs previous 13F +12 shares

    0.11% of the 13F portfolio, value $313,285.

    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 2,505 shares
    Change vs previous 13F +12 shares

    0.11% of the 13F portfolio, value $304,576.

    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 2,493 shares
    Change vs previous 13F -5 shares

    0.13% of the 13F portfolio, value $287,418.

    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 2,498 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $287,275.

    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 2,493 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $266,452.

    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).