Skip to content
Disclosery

Balboa Wealth Partners: IVW position timeline

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

Balboa Wealth Partners held 8,199 IVW 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 8,199 shares
    Change vs previous 13F +2,133 shares

    0.15% of the 13F portfolio, value $1,127,570.

    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 6,066 shares
    Change vs previous 13F -5,832 shares

    0.12% of the 13F portfolio, value $686,078.

    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 11,898 shares
    Change vs previous 13F -122 shares

    0.24% of the 13F portfolio, value $1,466,603.

    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 12,020 shares
    Change vs previous 13F +212 shares

    0.25% of the 13F portfolio, value $1,451,089.

    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 11,808 shares
    Change vs previous 13F -14,323 shares

    0.26% of the 13F portfolio, value $1,300,073.

    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 26,131 shares
    Change vs previous 13F +3,981 shares

    0.59% of the 13F portfolio, value $2,425,735.

    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 22,150 shares
    Change vs previous 13F +7,344 shares

    0.51% of the 13F portfolio, value $2,248,865.

    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 14,806 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,417,632.

    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).