Skip to content
Disclosery

Balboa Wealth Partners: AVUV position timeline

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

Balboa Wealth Partners held 3,212 AVUV 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 3,212 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $400,757.

    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 3,210 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $354,591.

    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 3,208 shares
    Change vs previous 13F -347 shares

    0.05% of the 13F portfolio, value $327,164.

    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 3,555 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $353,797.

    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 3,551 shares
    Change vs previous 13F +246 shares

    0.06% of the 13F portfolio, value $323,508.

    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 3,305 shares
    Change vs previous 13F -565 shares

    0.07% of the 13F portfolio, value $288,133.

    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 3,870 shares
    Change vs previous 13F -1,904 shares

    0.09% of the 13F portfolio, value $373,612.

    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 5,774 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $553,979.

    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).