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Disclosery

Balboa Wealth Partners: IJR position timeline

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

Balboa Wealth Partners held 4,399 IJR 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 4,399 shares
    Change vs previous 13F -299 shares

    0.09% of the 13F portfolio, value $652,416.

    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 4,698 shares
    Change vs previous 13F +410 shares

    0.1% of the 13F portfolio, value $584,008.

    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 4,288 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $515,332.

    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 4,284 shares
    Change vs previous 13F +923 shares

    0.09% of the 13F portfolio, value $509,068.

    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 3,361 shares
    Change vs previous 13F +249 shares

    0.07% of the 13F portfolio, value $367,324.

    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 3,112 shares
    Change vs previous 13F +211 shares

    0.08% of the 13F portfolio, value $325,422.

    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 2,901 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $334,253.

    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).