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Disclosery

Balboa Wealth Partners: DFAT position timeline

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

Balboa Wealth Partners held 21,006 DFAT 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 21,006 shares
    Change vs previous 13F -1,205 shares

    0.2% of the 13F portfolio, value $1,468,326.

    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 22,211 shares
    Change vs previous 13F -3,100 shares

    0.23% of the 13F portfolio, value $1,387,103.

    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 25,311 shares
    Change vs previous 13F -3,616 shares

    0.25% of the 13F portfolio, value $1,507,037.

    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 28,927 shares
    Change vs previous 13F -263 shares

    0.29% of the 13F portfolio, value $1,683,845.

    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 29,190 shares
    Change vs previous 13F -1,292 shares

    0.32% of the 13F portfolio, value $1,575,070.

    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 30,482 shares
    Change vs previous 13F +773 shares

    0.38% of the 13F portfolio, value $1,569,522.

    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 29,709 shares
    Change vs previous 13F -1,877 shares

    0.38% of the 13F portfolio, value $1,653,624.

    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 31,586 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,757,146.

    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).