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Balanced Wealth Group LLC

SEC CIK
0002009783
Latest filing
Aug 10, 2026

CFBK holding history

CF Bankshares Inc. in every 13F filed by Balanced Wealth Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFBK overviewAll 13F holders of CFBKFull Q2 2026 holdings

Shares (Q2 2026)
7,078
Value
$232.0K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of CFBK by Balanced Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,078$232.0K0.1%+7,078NewHolders