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Disclosery

Balboa Wealth Partners: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balboa Wealth Partners on AAPL, newest first. How the timeline and the estimate are built.

Balboa Wealth Partners held 72,008 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,008 shares
    Change vs previous 13F +1,371 shares

    2.84% of the 13F portfolio, value $20,836,135.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 70,637 shares
    Change vs previous 13F +936 shares

    3.01% of the 13F portfolio, value $17,926,877.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 69,701 shares
    Change vs previous 13F -42 shares

    3.13% of the 13F portfolio, value $18,948,867.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,743 shares
    Change vs previous 13F -87 shares

    3.06% of the 13F portfolio, value $17,758,731.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 69,830 shares
    Change vs previous 13F +1,346 shares

    2.87% of the 13F portfolio, value $14,327,022.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 68,484 shares
    Change vs previous 13F -2,251 shares

    3.67% of the 13F portfolio, value $15,212,356.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 70,735 shares
    Change vs previous 13F -1,777 shares

    4.04% of the 13F portfolio, value $17,713,424.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 72,512 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $16,895,348.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).