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Disclosery

Balboa Wealth Partners: IFRA position timeline

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

Balboa Wealth Partners held 12,766 IFRA 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 12,766 shares
    Change vs previous 13F +616 shares

    0.11% of the 13F portfolio, value $804,766.

    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 12,150 shares
    Change vs previous 13F +2,204 shares

    0.12% of the 13F portfolio, value $694,994.

    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 9,946 shares
    Change vs previous 13F +3,767 shares

    0.09% of the 13F portfolio, value $523,335.

    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 6,179 shares
    Change vs previous 13F -32 shares

    0.06% of the 13F portfolio, value $326,381.

    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 6,211 shares
    Change vs previous 13F +19 shares

    0.06% of the 13F portfolio, value $305,536.

    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 6,192 shares
    Change vs previous 13F +29 shares

    0.07% of the 13F portfolio, value $279,085.

    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 6,163 shares
    Change vs previous 13F +24 shares

    0.07% of the 13F portfolio, value $285,289.

    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 6,139 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $288,338.

    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).