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Disclosery

Balboa Wealth Partners: ARCC position timeline

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

Balboa Wealth Partners held 34,896 ARCC 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 34,896 shares
    Change vs previous 13F -2,471 shares

    0.09% of the 13F portfolio, value $646,623.

    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 37,367 shares
    Change vs previous 13F -3,871 shares

    0.11% of the 13F portfolio, value $673,353.

    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 41,238 shares
    Change vs previous 13F -3,517 shares

    0.14% of the 13F portfolio, value $834,245.

    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 44,755 shares
    Change vs previous 13F +559 shares

    0.16% of the 13F portfolio, value $913,450.

    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 44,196 shares
    Change vs previous 13F -901 shares

    0.19% of the 13F portfolio, value $970,545.

    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 45,097 shares
    Change vs previous 13F -3,118 shares

    0.24% of the 13F portfolio, value $999,358.

    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 48,215 shares
    Change vs previous 13F -1,854 shares

    0.24% of the 13F portfolio, value $1,055,420.

    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 50,069 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,048,446.

    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).