SQCBX SEC Filings — X-Square Balanced Fund, LLC
Data updated: 2026-08-14
42 SEC filings are listed: 9 prospectuses (latest Apr 29, 2026), 26 quarterly N-PORT holdings reports (latest Aug 14, 2026) and 7 annual N-CEN reports (latest Mar 11, 2026).
SQCBX Prospectus (485BPOS / 497)
Objective, strategy, fees and risks. 9 filings on SEC EDGAR.
SQCBX Portfolio holdings (N-PORT)
Full holdings and monthly flows, filed quarterly. 26 filings on SEC EDGAR.
- Filed Aug 14, 2026
- Filed May 14, 2026
- Filed Feb 25, 2026
- Filed Nov 12, 2025
- Filed Aug 6, 2025
- Filed May 15, 2025
- Filed Feb 21, 2025
- Filed Oct 31, 2024
- Filed Aug 22, 2024
- Filed May 16, 2024
- Filed Feb 21, 2024
- Filed Nov 15, 2023
- Filed Aug 17, 2023
- Filed May 15, 2023
- Filed Feb 22, 2023
- Filed Nov 28, 2022
- Filed Aug 26, 2022
- Filed May 25, 2022
- Filed Feb 23, 2022
- Filed Nov 16, 2021
- Filed Aug 25, 2021
- Filed May 18, 2021
- Filed Feb 24, 2021
- Filed Nov 18, 2020
- Filed Aug 25, 2020
- Filed May 12, 2020
SQCBX Annual census (N-CEN)
Service providers, brokerage and operations. 7 filings on SEC EDGAR.
Browse every X-Square Balanced Fund, LLC filing on SEC EDGAR
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.