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Disclosery

Balboa Wealth Partners: BA position timeline

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

Balboa Wealth Partners held 12,957 BA 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 12,957 shares
    Change vs previous 13F -1 shares

    0.38% of the 13F portfolio, value $2,804,802.

    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 12,958 shares
    Change vs previous 13F +125 shares

    0.43% of the 13F portfolio, value $2,579,031.

    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 12,833 shares
    Change vs previous 13F -484 shares

    0.46% of the 13F portfolio, value $2,786,301.

    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 13,317 shares
    Change vs previous 13F +11 shares

    0.5% of the 13F portfolio, value $2,874,208.

    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 13,306 shares
    Change vs previous 13F -715 shares

    0.56% of the 13F portfolio, value $2,788,006.

    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 14,021 shares
    Change vs previous 13F -221 shares

    0.58% of the 13F portfolio, value $2,391,282.

    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 14,242 shares
    Change vs previous 13F -991 shares

    0.58% of the 13F portfolio, value $2,520,834.

    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 15,233 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,316,025.

    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).