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Disclosery

Balboa Wealth Partners: HOOD position timeline

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

Balboa Wealth Partners held 11,904 HOOD 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 11,904 shares
    Change vs previous 13F -589 shares

    0.16% of the 13F portfolio, value $1,193,733.

    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 12,493 shares
    Change vs previous 13F -528 shares

    0.15% of the 13F portfolio, value $865,765.

    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 13,021 shares
    Change vs previous 13F +429 shares

    0.24% of the 13F portfolio, value $1,472,675.

    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 12,592 shares
    Change vs previous 13F +2,427 shares

    0.31% of the 13F portfolio, value $1,802,923.

    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 10,165 shares
    Change vs previous 13F +564 shares

    0.19% of the 13F portfolio, value $951,749.

    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 9,601 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $399,594.

    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).