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Disclosery

Balboa Wealth Partners: FTLS position timeline

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

Balboa Wealth Partners held 12,434 FTLS 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 12,434 shares
    Change vs previous 13F +1,176 shares

    0.12% of the 13F portfolio, value $917,654.

    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 11,258 shares
    Change vs previous 13F +1,222 shares

    0.13% of the 13F portfolio, value $792,145.

    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 10,036 shares
    Change vs previous 13F +27 shares

    0.12% of the 13F portfolio, value $712,449.

    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 10,009 shares
    Change vs previous 13F +71 shares

    0.12% of the 13F portfolio, value $700,132.

    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 9,938 shares
    Change vs previous 13F +6,500 shares

    0.13% of the 13F portfolio, value $658,666.

    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 3,438 shares
    Change vs previous 13F -4,182 shares

    0.05% of the 13F portfolio, value $220,335.

    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 7,620 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $501,472.

    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).