Balance Wealth, LLC
Holdings in PNTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $454,312 | 16,139 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $317,645 | 12,595 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $375,960 | 12,595 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $316,764 | 12,595 | Shares | Sole | 2025-04-23 |