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Disclosery

Balboa Wealth Partners: FISR position timeline

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

Balboa Wealth Partners held 29,621 FISR 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 29,621 shares
    Change vs previous 13F -60,767 shares

    0.1% of the 13F portfolio, value $759,779.

    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 90,388 shares
    Change vs previous 13F +18,294 shares

    0.39% of the 13F portfolio, value $2,324,779.

    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 72,094 shares
    Change vs previous 13F +23,499 shares

    0.31% of the 13F portfolio, value $1,867,956.

    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 48,595 shares
    Change vs previous 13F -42,328 shares

    0.22% of the 13F portfolio, value $1,266,143.

    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 90,923 shares
    Change vs previous 13F +11,019 shares

    0.47% of the 13F portfolio, value $2,349,450.

    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 79,904 shares
    Change vs previous 13F +6,926 shares

    0.5% of the 13F portfolio, value $2,067,916.

    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 72,978 shares
    Change vs previous 13F -9,591 shares

    0.42% of the 13F portfolio, value $1,850,759.

    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 82,569 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,195,427.

    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).