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Disclosery

Balboa Wealth Partners: IEFA position timeline

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

Balboa Wealth Partners held 8,366 IEFA 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 8,366 shares
    Change vs previous 13F +524 shares

    0.11% of the 13F portfolio, value $808,010.

    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 7,842 shares
    Change vs previous 13F -34 shares

    0.12% of the 13F portfolio, value $709,975.

    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 7,876 shares
    Change vs previous 13F +36 shares

    0.12% of the 13F portfolio, value $704,625.

    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 7,840 shares
    Change vs previous 13F -16,953 shares

    0.12% of the 13F portfolio, value $684,510.

    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 24,793 shares
    Change vs previous 13F +6,316 shares

    0.42% of the 13F portfolio, value $2,069,720.

    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 18,477 shares
    Change vs previous 13F -1,228 shares

    0.34% of the 13F portfolio, value $1,397,785.

    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 19,705 shares
    Change vs previous 13F +3,390 shares

    0.32% of the 13F portfolio, value $1,384,867.

    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 16,315 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,273,386.

    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).