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Disclosery

Balboa Wealth Partners: CERY position timeline

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

Balboa Wealth Partners held 12,724 CERY 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 12,724 shares
    Change vs previous 13F -7,760 shares

    0.06% of the 13F portfolio, value $425,363.

    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 20,484 shares
    Change vs previous 13F +5,919 shares

    0.12% of the 13F portfolio, value $721,856.

    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 14,565 shares
    Change vs previous 13F -10,177 shares

    0.07% of the 13F portfolio, value $415,831.

    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 24,742 shares
    Change vs previous 13F +12,418 shares

    0.12% of the 13F portfolio, value $708,858.

    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 12,324 shares
    Change vs previous 13F -9,363 shares

    0.07% of the 13F portfolio, value $335,583.

    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 21,687 shares
    Change vs previous 13F +11,518 shares

    0.15% of the 13F portfolio, value $600,947.

    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 10,169 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $263,225.

    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).