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Disclosery

Balboa Wealth Partners: JEPI position timeline

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

Balboa Wealth Partners held 14,986 JEPI 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 14,986 shares
    Change vs previous 13F +2,199 shares

    0.12% of the 13F portfolio, value $846,406.

    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 12,787 shares
    Change vs previous 13F +829 shares

    0.12% of the 13F portfolio, value $724,767.

    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 11,958 shares
    Change vs previous 13F -1,436 shares

    0.11% of the 13F portfolio, value $684,476.

    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 13,394 shares
    Change vs previous 13F -434 shares

    0.13% of the 13F portfolio, value $764,797.

    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 13,828 shares
    Change vs previous 13F +1,451 shares

    0.16% of the 13F portfolio, value $786,122.

    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 12,377 shares
    Change vs previous 13F +2,475 shares

    0.17% of the 13F portfolio, value $707,222.

    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 9,902 shares
    Change vs previous 13F -41,950 shares

    0.13% of the 13F portfolio, value $569,660.

    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 51,852 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,085,687.

    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).