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Balance Wealth, LLC

SEC CIK
0002065247
Latest filing
Jul 21, 2026

CDNA holding history

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

CDNA overviewAll 13F holders of CDNAFull Q2 2026 holdings

Shares (Q2 2026)
15,550
Value
$443.2K
% of portfolio
0.1%
Quarters held
2
Since Q1 2025
Holdings of CDNA by Balance Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,550$443.2K0.1%+15,550NewHolders
Q2 20250$00.0%−10,666−100.0%Sold outHolders
Q1 202510,666$189.3K0.1%–No prior filingHolders