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Disclosery

Balboa Wealth Partners: BIL position timeline

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

Balboa Wealth Partners held 6,147 BIL 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 6,147 shares
    Change vs previous 13F -2,362 shares

    0.08% of the 13F portfolio, value $563,325.

    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 8,509 shares
    Change vs previous 13F +1,611 shares

    0.13% of the 13F portfolio, value $779,804.

    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 6,898 shares
    Change vs previous 13F -6,999 shares

    0.1% of the 13F portfolio, value $630,330.

    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 13,897 shares
    Change vs previous 13F -16,820 shares

    0.22% of the 13F portfolio, value $1,275,015.

    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 30,717 shares
    Change vs previous 13F -233,604 shares

    0.57% of the 13F portfolio, value $2,817,692.

    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 264,321 shares
    Change vs previous 13F +219,786 shares

    5.85% of the 13F portfolio, value $24,246,155.

    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 44,535 shares
    Change vs previous 13F +10,280 shares

    0.93% of the 13F portfolio, value $4,071,847.

    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 34,255 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,144,952.

    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).