Skip to content
Disclosery

Balboa Wealth Partners: AVAH position timeline

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

Balboa Wealth Partners held 27,333 AVAH 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 27,333 shares
    Change vs previous 13F -324 shares

    0.03% of the 13F portfolio, value $234,244.

    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 27,657 shares
    Change vs previous 13F +10,767 shares

    0.03% of the 13F portfolio, value $178,111.

    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 16,890 shares
    Change vs previous 13F +2,007 shares

    0.02% of the 13F portfolio, value $137,991.

    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 14,883 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $132,012.

    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).