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Disclosery

Balboa Wealth Partners: GROZ position timeline

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

Balboa Wealth Partners held 21,177 GROZ 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 21,177 shares
    Change vs previous 13F +126 shares

    0.09% of the 13F portfolio, value $673,005.

    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 21,051 shares
    Change vs previous 13F +7,126 shares

    0.1% of the 13F portfolio, value $580,307.

    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 13,925 shares
    Change vs previous 13F +1,892 shares

    0.07% of the 13F portfolio, value $414,965.

    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 12,033 shares
    Change vs previous 13F -1,206 shares

    0.06% of the 13F portfolio, value $352,994.

    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 13,239 shares
    Change vs previous 13F -437 shares

    0.07% of the 13F portfolio, value $350,663.

    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 13,676 shares
    Change vs previous 13F +4,680 shares

    0.07% of the 13F portfolio, value $304,997.

    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 8,996 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $222,972.

    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).