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Disclosery

Balboa Wealth Partners: CSHI position timeline

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

Balboa Wealth Partners held 21,755 CSHI 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 21,755 shares
    Change vs previous 13F +6,744 shares

    0.15% of the 13F portfolio, value $1,083,617.

    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 15,011 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $747,248.

    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).