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Disclosery

Balboa Wealth Partners: IWF position timeline

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

Balboa Wealth Partners held 11,768 IWF 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 11,768 shares
    Change vs previous 13F +9,821 shares

    0.2% of the 13F portfolio, value $1,461,196.

    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 1,947 shares
    Change vs previous 13F +26 shares

    0.14% of the 13F portfolio, value $830,015.

    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 1,921 shares
    Change vs previous 13F -24 shares

    0.15% of the 13F portfolio, value $909,438.

    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 1,945 shares
    Change vs previous 13F +930 shares

    0.16% of the 13F portfolio, value $911,254.

    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 1,015 shares
    Change vs previous 13F +147 shares

    0.09% of the 13F portfolio, value $431,102.

    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 868 shares
    Change vs previous 13F -33 shares

    0.08% of the 13F portfolio, value $313,526.

    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 901 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $361,935.

    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).