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Disclosery

Balboa Wealth Partners: CCJ position timeline

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

Balboa Wealth Partners held 12,801 CCJ 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 12,801 shares
    Change vs previous 13F +465 shares

    0.18% of the 13F portfolio, value $1,303,910.

    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 12,336 shares
    Change vs previous 13F -730 shares

    0.22% of the 13F portfolio, value $1,339,813.

    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 13,066 shares
    Change vs previous 13F -35 shares

    0.2% of the 13F portfolio, value $1,195,408.

    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 13,101 shares
    Change vs previous 13F +215 shares

    0.19% of the 13F portfolio, value $1,098,650.

    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 12,886 shares
    Change vs previous 13F -12,493 shares

    0.19% of the 13F portfolio, value $956,528.

    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 25,379 shares
    Change vs previous 13F +5,139 shares

    0.25% of the 13F portfolio, value $1,044,600.

    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 20,240 shares
    Change vs previous 13F +15,590 shares

    0.24% of the 13F portfolio, value $1,040,134.

    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 4,650 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $222,084.

    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).