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Disclosery

Balboa Wealth Partners: ABT position timeline

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

Balboa Wealth Partners held 6,680 ABT 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 6,680 shares
    Change vs previous 13F -213 shares

    0.08% of the 13F portfolio, value $606,099.

    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 6,893 shares
    Change vs previous 13F -79 shares

    0.12% of the 13F portfolio, value $707,693.

    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 6,972 shares
    Change vs previous 13F +7 shares

    0.14% of the 13F portfolio, value $873,545.

    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 6,965 shares
    Change vs previous 13F -2,103 shares

    0.16% of the 13F portfolio, value $932,845.

    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 9,068 shares
    Change vs previous 13F +615 shares

    0.25% of the 13F portfolio, value $1,233,364.

    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 8,453 shares
    Change vs previous 13F +1,622 shares

    0.27% of the 13F portfolio, value $1,121,270.

    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 6,831 shares
    Change vs previous 13F +85 shares

    0.18% of the 13F portfolio, value $772,629.

    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 6,746 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $769,058.

    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).