BALANCED WEALTH GROUP LLC
CIK
0002009783
City
WESTLAKE
State / Country
OH
Holdings in AFB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $137,608 | 12,718 | Shares | Sole | 2026-01-13 |
| 2025-09-30 | $1,108,002 | 102,120 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $147,567 | 14,313 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,227,505 | 113,030 | Shares | Sole | 2025-04-15 |
| 2024-12-31 | $1,097,815 | 100,995 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $963,788 | 81,677 | Shares | Sole | 2024-10-28 |
| 2024-06-30 | $765,012 | 68,858 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $975,021 | 88,719 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $741,521 | 68,406 | Shares | Sole | 2024-02-06 |