Skip to content
Disclosery

Balboa Wealth Partners: BTC position timeline

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

Balboa Wealth Partners held 58,318 BTC 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 58,318 shares
    Change vs previous 13F +7,985 shares

    0.21% of the 13F portfolio, value $1,513,363.

    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 50,333 shares
    Change vs previous 13F +9,099 shares

    0.25% of the 13F portfolio, value $1,509,477.

    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 41,234 shares
    Change vs previous 13F -3,243 shares

    0.26% of the 13F portfolio, value $1,596,980.

    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 44,477 shares
    Change vs previous 13F +833 shares

    0.39% of the 13F portfolio, value $2,251,854.

    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 43,644 shares
    Change vs previous 13F +823 shares

    0.42% of the 13F portfolio, value $2,084,023.

    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 42,821 shares
    Change vs previous 13F +28,353 shares

    0.38% of the 13F portfolio, value $1,562,538.

    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 14,468 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $605,775.

    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).