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Disclosery

Balboa Wealth Partners: DDS position timeline

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

Balboa Wealth Partners held 9,411 DDS 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 9,411 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $4,972,961.

    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 9,411 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $5,384,127.

    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 9,411 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $5,706,266.

    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 9,411 shares
    Change vs previous 13F +79 shares

    1% of the 13F portfolio, value $5,782,871.

    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 9,332 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $3,899,190.

    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 9,332 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $3,342,069.

    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 9,332 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,028,998.

    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).