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Disclosery

Balboa Wealth Partners: JPST position timeline

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

Balboa Wealth Partners held 68,388 JPST 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 68,388 shares
    Change vs previous 13F +56,355 shares

    0.47% of the 13F portfolio, value $3,458,381.

    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 12,033 shares
    Change vs previous 13F -2,995 shares

    0.1% of the 13F portfolio, value $608,990.

    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 15,028 shares
    Change vs previous 13F +3,495 shares

    0.13% of the 13F portfolio, value $760,267.

    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 11,533 shares
    Change vs previous 13F +900 shares

    0.1% of the 13F portfolio, value $585,069.

    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 10,633 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $538,880.

    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 10,633 shares
    Change vs previous 13F -744 shares

    0.13% of the 13F portfolio, value $538,349.

    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 11,377 shares
    Change vs previous 13F -22,890 shares

    0.13% of the 13F portfolio, value $573,045.

    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 34,267 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,738,706.

    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).