Balance Wealth Partners LLCETFConcentrated trader

CIK: 0002065247 | WORTHINGTON, OH

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	1019	$416.5M	2026-10-27	SEC ↗
Q2 2026	13F-HR	165	$376.0M	2026-07-22	SEC ↗
Q1 2026	13F-HR	149	$322.1M	2026-04-20	SEC ↗
Q4 2025	13F-HR	143	$311.6M	2026-01-21	SEC ↗
Q3 2025	13F-HR	133	$404.8M	2025-10-20	SEC ↗
Q2 2025	13F-HR	101	$170.8M	2025-08-13	SEC ↗
Q1 2025	13F-HR	110	$153.9M	2025-04-23	SEC ↗