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Disclosery

BALANCED WEALTH GROUP LLC: YLD position timeline

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

BALANCED WEALTH GROUP LLC held 860,404 YLD 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 860,404 shares
    Change vs previous 13F +37,330 shares

    5.19% of the 13F portfolio, value $16,416,510.

    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 823,074 shares
    Change vs previous 13F +110,770 shares

    5.59% of the 13F portfolio, value $15,605,480.

    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 712,304 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $13,786,653.

    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).