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Balance Wealth Partners LLC → ISMCF
Balance Wealth Partners LLC ISMCF Position History
ISMCF
Quarters held
4
Latest value
$4.6M
Q3 2026
Peak value
$16.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $16.4M |
| Q1 2026 | $10.8M |
| Q2 2026 | $10.7M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 33.6K | — | — |
| Q2 2026 | $10.7M | 72.7K | — | — |
| Q1 2026 | $10.8M | 81.7K | — | — |
| Q4 2025 | $16.4M | 124.9K | — | — |