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Disclosery

Balboa Wealth Partners: APP position timeline

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

Balboa Wealth Partners held 13,752 APP 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 13,752 shares
    Change vs previous 13F +112 shares

    0.96% of the 13F portfolio, value $7,085,426.

    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 13,640 shares
    Change vs previous 13F +2,490 shares

    0.91% of the 13F portfolio, value $5,428,578.

    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 11,150 shares
    Change vs previous 13F -307 shares

    1.24% of the 13F portfolio, value $7,512,852.

    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 11,457 shares
    Change vs previous 13F -2,358 shares

    1.42% of the 13F portfolio, value $8,232,056.

    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 13,815 shares
    Change vs previous 13F -1,168 shares

    0.97% of the 13F portfolio, value $4,836,355.

    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 14,983 shares
    Change vs previous 13F -389 shares

    0.96% of the 13F portfolio, value $3,970,046.

    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 15,372 shares
    Change vs previous 13F -1,446 shares

    1.14% of the 13F portfolio, value $4,977,915.

    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 16,818 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,195,590.

    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).