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Disclosery

Balboa Wealth Partners: DIA position timeline

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

Balboa Wealth Partners held 4,265 DIA 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 4,265 shares
    Change vs previous 13F +1,784 shares

    0.3% of the 13F portfolio, value $2,227,993.

    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 2,481 shares
    Change vs previous 13F -2,306 shares

    0.19% of the 13F portfolio, value $1,149,174.

    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 4,787 shares
    Change vs previous 13F -77 shares

    0.38% of the 13F portfolio, value $2,300,489.

    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 4,864 shares
    Change vs previous 13F -46 shares

    0.39% of the 13F portfolio, value $2,255,631.

    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 4,910 shares
    Change vs previous 13F -3,585 shares

    0.43% of the 13F portfolio, value $2,163,592.

    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 8,495 shares
    Change vs previous 13F +534 shares

    0.86% of the 13F portfolio, value $3,566,881.

    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 7,961 shares
    Change vs previous 13F +3,656 shares

    0.77% of the 13F portfolio, value $3,387,406.

    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 4,305 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,821,532.

    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).