Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001754960-25-000245
Filing Date
2025-04-23
Accepted
2025-04-23 12:12:04
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-23

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1897
2 InformationTableOutput.html INFORMATION TABLE  
2 InformationTableOutput.xml INFORMATION TABLE 60199
  Complete submission text file 0001754960-25-000245.txt   63285
Mailing Address 2922 BERLIN STATION ROAD DELAWARE OH 43015
Business Address 2922 BERLIN STATION ROAD DELAWARE OH 43015 8005517787
Balance Wealth, LLC (Filer) CIK: 0002065247 (see all company filings)

EIN.: 824323227 | State of Incorp.: OH | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-25501 | Film No.: 25860207