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Disclosery

Balboa Wealth Partners: BUFR position timeline

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

Balboa Wealth Partners held 44,128 BUFR 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 44,128 shares
    Change vs previous 13F +2,079 shares

    0.22% of the 13F portfolio, value $1,611,996.

    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 42,049 shares
    Change vs previous 13F -869 shares

    0.24% of the 13F portfolio, value $1,419,995.

    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 42,918 shares
    Change vs previous 13F +1,109 shares

    0.24% of the 13F portfolio, value $1,470,371.

    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 41,809 shares
    Change vs previous 13F +500 shares

    0.24% of the 13F portfolio, value $1,397,257.

    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 41,309 shares
    Change vs previous 13F +11,163 shares

    0.26% of the 13F portfolio, value $1,313,626.

    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 30,146 shares
    Change vs previous 13F +6,688 shares

    0.22% of the 13F portfolio, value $895,035.

    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 23,458 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $714,765.

    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).