Skip to content
Disclosery

Balboa Wealth Partners: BP position timeline

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

Balboa Wealth Partners held 13,354 BP 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 13,354 shares
    Change vs previous 13F -77 shares

    0.07% of the 13F portfolio, value $493,443.

    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 13,431 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $631,273.

    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 13,431 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $466,471.

    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 13,431 shares
    Change vs previous 13F -1,495 shares

    0.08% of the 13F portfolio, value $462,844.

    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 14,926 shares
    Change vs previous 13F -3,480 shares

    0.09% of the 13F portfolio, value $446,722.

    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 18,406 shares
    Change vs previous 13F -995 shares

    0.15% of the 13F portfolio, value $621,949.

    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 19,401 shares
    Change vs previous 13F -1,081 shares

    0.13% of the 13F portfolio, value $573,488.

    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 20,482 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $642,923.

    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).