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BALANCED WEALTH GROUP LLC: VOOV position timeline

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

BALANCED WEALTH GROUP LLC held 20,118 VOOV 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 20,118 shares
    Change vs previous 13F +40 shares

    1.39% of the 13F portfolio, value $4,410,107.

    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 20,078 shares
    Change vs previous 13F -419 shares

    1.46% of the 13F portfolio, value $4,091,645.

    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 20,497 shares
    Change vs previous 13F +371 shares

    1.5% of the 13F portfolio, value $4,099,619.

    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 20,126 shares
    Change vs previous 13F -276 shares

    1.68% of the 13F portfolio, value $3,835,597.

    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 20,402 shares
    Change vs previous 13F +166 shares

    1.69% of the 13F portfolio, value $3,887,059.

    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 20,236 shares
    Change vs previous 13F +4,408 shares

    1.8% of the 13F portfolio, value $3,727,227.

    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 15,828 shares
    Change vs previous 13F +20 shares

    1.35% of the 13F portfolio, value $3,004,327.

    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 15,808 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,014,927.

    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).