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Disclosery

Balboa Wealth Partners: IWD position timeline

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

Balboa Wealth Partners held 7,746 IWD 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 7,746 shares
    Change vs previous 13F +4,012 shares

    0.26% of the 13F portfolio, value $1,877,890.

    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 3,734 shares
    Change vs previous 13F -279 shares

    0.13% of the 13F portfolio, value $797,854.

    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 4,013 shares
    Change vs previous 13F -22 shares

    0.14% of the 13F portfolio, value $844,094.

    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 4,035 shares
    Change vs previous 13F -1,692 shares

    0.14% of the 13F portfolio, value $821,486.

    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 5,727 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,112,355.

    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).