Current Market Value 1,471,803,351
Current Holdings 96
Most Recent File Date 2025-07-16
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Rebalance, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-16 2025-06-30 13F-HR 96 1,471,803
2025-04-17 2025-03-31 13F-HR 92 1,358,094
2025-02-07 2024-12-31 13F-HR 98 1,338,050
2024-10-22 2024-09-30 13F-HR 93 1,364,991
2024-07-12 2024-06-30 13F-HR 85 1,242,804
2024-04-22 2024-03-31 13F-HR 88 1,217,144
2024-02-06 2023-12-31 13F-HR 88 1,147,689
2023-11-02 2023-09-30 13F-HR 75 1,028,178
2023-08-04 2023-06-30 13F-HR 74 1,054,603
2023-05-03 2023-03-31 13F-HR 73 1,011,325
2023-02-27 2022-12-31 13F-HR 140 963,553