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Disclosery

Balboa Wealth Partners: GUT position timeline

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

Balboa Wealth Partners held 110,443 GUT 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 110,443 shares
    Change vs previous 13F -2,815 shares

    0.1% of the 13F portfolio, value $727,819.

    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 113,258 shares
    Change vs previous 13F +8,679 shares

    0.11% of the 13F portfolio, value $685,211.

    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 104,579 shares
    Change vs previous 13F -4,304 shares

    0.1% of the 13F portfolio, value $630,611.

    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 108,883 shares
    Change vs previous 13F -3,562 shares

    0.11% of the 13F portfolio, value $660,920.

    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 112,445 shares
    Change vs previous 13F -14,559 shares

    0.13% of the 13F portfolio, value $652,181.

    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 127,004 shares
    Change vs previous 13F -352 shares

    0.16% of the 13F portfolio, value $678,201.

    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 127,356 shares
    Change vs previous 13F -1,338 shares

    0.15% of the 13F portfolio, value $640,601.

    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 128,694 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $669,209.

    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).