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Disclosery

Balboa Wealth Partners: JAAA position timeline

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

Balboa Wealth Partners held 6,186 JAAA 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 6,186 shares
    Change vs previous 13F +574 shares

    0.04% of the 13F portfolio, value $312,331.

    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 5,612 shares
    Change vs previous 13F -1,569 shares

    0.05% of the 13F portfolio, value $282,664.

    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 7,181 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $363,238.

    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 7,281 shares
    Change vs previous 13F -120 shares

    0.06% of the 13F portfolio, value $369,733.

    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 7,401 shares
    Change vs previous 13F +77 shares

    0.08% of the 13F portfolio, value $375,581.

    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 7,324 shares
    Change vs previous 13F +2,743 shares

    0.09% of the 13F portfolio, value $371,393.

    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 4,581 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $232,320.

    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).