Balance Wealth, LLC

SEC CIK: 0002065247
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

TMCI holding history

Treace Medical Concepts, 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.

TMCI overview All 13F holders of TMCI Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2025

Holdings of TMCI by Balance Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−15,203−100.0%	Sold out	Holders
Q4 2025	15,203	$37.2K	<0.1%	+15,203	New	Holders
Q2 2025	0	$0	0.0%	−15,964−100.0%	Sold out	Holders
Q1 2025	15,964	$133.9K	0.1%	–	No prior filing	Holders