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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001951757-24-000744
Filing Date
2024-08-13
Accepted
2024-08-13 16:51:24
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1964
2 F_13F_Balanced_Q22024.html INFORMATION TABLE  
2 F_13F_Balanced_Q22024.xml INFORMATION TABLE 52751
  Complete submission text file 0001951757-24-000744.txt   55951
Mailing Address 1991 CROCKER ROAD SUITE 300 WESTLAKE OH 44145
Business Address 1991 CROCKER ROAD SUITE 300 WESTLAKE OH 44145 440-871-6501
BALANCED WEALTH GROUP LLC (Filer) CIK: 0002009783 (see all company filings)

IRS No.: 921298442 | State of Incorp.: OH | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23612 | Film No.: 241202517