Back to FRBP
Balance Wealth Partners LLC → FRBP
Balance Wealth Partners LLC FRBP Position History
FRBP
Quarters held
4
Latest value
$7.2M
Q3 2026
Peak value
$7.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q1 2026 | $5.6M |
| Q2 2026 | $6.8M |
| Q3 2026 | $7.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.2M | 110.3K | — | — |
| Q2 2026 | $6.8M | 104.4K | — | — |
| Q1 2026 | $5.6M | 119.7K | — | — |
| Q4 2025 | $2.5M | 49.8K | — | — |
Other funds holding FRBP
$344.8M
$288.7M
$241.3M
$229.8M
$219.5M
$213M
$200.2M
$195.4M