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Disclosery

Balboa Wealth Partners: BUXX position timeline

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

Balboa Wealth Partners held 16,395 BUXX 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 16,395 shares
    Change vs previous 13F +490 shares

    0.05% of the 13F portfolio, value $331,835.

    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 15,905 shares
    Change vs previous 13F +125 shares

    0.05% of the 13F portfolio, value $321,997.

    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 15,780 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $319,387.

    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 15,780 shares
    Change vs previous 13F +795 shares

    0.06% of the 13F portfolio, value $320,018.

    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 14,985 shares
    Change vs previous 13F +485 shares

    0.06% of the 13F portfolio, value $304,495.

    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 14,500 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $294,495.

    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).