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Disclosery

Balboa Wealth Partners: GPIQ position timeline

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

Balboa Wealth Partners held 18,792 GPIQ 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 18,792 shares
    Change vs previous 13F +5,913 shares

    0.15% of the 13F portfolio, value $1,114,554.

    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 12,879 shares
    Change vs previous 13F +4,407 shares

    0.11% of the 13F portfolio, value $637,382.

    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 8,472 shares
    Change vs previous 13F +600 shares

    0.07% of the 13F portfolio, value $447,915.

    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 7,872 shares
    Change vs previous 13F +397 shares

    0.07% of the 13F portfolio, value $412,965.

    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 7,475 shares
    Change vs previous 13F +225 shares

    0.07% of the 13F portfolio, value $372,330.

    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 7,250 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $323,350.

    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).