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Disclosery

Balboa Wealth Partners: CGUS position timeline

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

Balboa Wealth Partners held 10,598 CGUS 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 10,598 shares
    Change vs previous 13F -2,688 shares

    0.06% of the 13F portfolio, value $471,404.

    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 13,286 shares
    Change vs previous 13F +208 shares

    0.09% of the 13F portfolio, value $510,450.

    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 13,078 shares
    Change vs previous 13F +1,104 shares

    0.09% of the 13F portfolio, value $526,130.

    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 11,974 shares
    Change vs previous 13F +3,179 shares

    0.08% of the 13F portfolio, value $473,452.

    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 8,795 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $324,801.

    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).