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Balance Wealth Partners LLC → TMCI
Balance Wealth Partners LLC TMCI Position History
Treace Medical Concepts, Inc. • Healthcare
Quarters held
2
Latest value
$670
Q3 2026
Peak value
$37K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $37K |
| Q3 2026 | $670 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $670 | 151 | — | — |
| Q4 2025 | $37K | 15.2K | — | — |