Skip to content
Disclosery

Balboa Wealth Partners: ED position timeline

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

Balboa Wealth Partners held 3,655 ED 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 3,655 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $404,363.

    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 3,653 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $413,458.

    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 3,651 shares
    Change vs previous 13F +521 shares

    0.06% of the 13F portfolio, value $362,641.

    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 3,130 shares
    Change vs previous 13F -398 shares

    0.05% of the 13F portfolio, value $314,645.

    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 3,528 shares
    Change vs previous 13F +1,242 shares

    0.07% of the 13F portfolio, value $354,045.

    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 2,286 shares
    Change vs previous 13F +33 shares

    0.06% of the 13F portfolio, value $252,826.

    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 2,253 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $201,060.

    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 2,251 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $234,417.

    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).