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Disclosery

Balboa Wealth Partners: GPIX position timeline

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

Balboa Wealth Partners held 19,113 GPIX 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 19,113 shares
    Change vs previous 13F +6,256 shares

    0.14% of the 13F portfolio, value $1,062,109.

    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 12,857 shares
    Change vs previous 13F +4,391 shares

    0.11% of the 13F portfolio, value $643,364.

    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 8,466 shares
    Change vs previous 13F +600 shares

    0.07% of the 13F portfolio, value $447,005.

    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 7,866 shares
    Change vs previous 13F +396 shares

    0.07% of the 13F portfolio, value $410,841.

    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 7,470 shares
    Change vs previous 13F +220 shares

    0.07% of the 13F portfolio, value $372,155.

    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 $337,923.

    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).