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Disclosery

Balboa Wealth Partners: EMHC position timeline

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

Balboa Wealth Partners held 10,530 EMHC 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 10,530 shares
    Change vs previous 13F -7,695 shares

    0.04% of the 13F portfolio, value $267,883.

    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 18,225 shares
    Change vs previous 13F +376 shares

    0.08% of the 13F portfolio, value $451,980.

    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 17,849 shares
    Change vs previous 13F +79 shares

    0.08% of the 13F portfolio, value $454,436.

    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 17,770 shares
    Change vs previous 13F +137 shares

    0.08% of the 13F portfolio, value $447,678.

    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 17,633 shares
    Change vs previous 13F +656 shares

    0.09% of the 13F portfolio, value $433,948.

    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 16,977 shares
    Change vs previous 13F +7,407 shares

    0.1% of the 13F portfolio, value $410,188.

    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 9,570 shares
    Change vs previous 13F +458 shares

    0.05% of the 13F portfolio, value $227,575.

    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 9,112 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $228,810.

    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).