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Disclosery

Balboa Wealth Partners: LAC position timeline

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

Balboa Wealth Partners held 81,687 LAC 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 81,687 shares
    Change vs previous 13F +19,504 shares

    0.04% of the 13F portfolio, value $314,495.

    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 62,183 shares
    Change vs previous 13F -240 shares

    0.04% of the 13F portfolio, value $245,623.

    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 62,423 shares
    Change vs previous 13F +14,405 shares

    0.05% of the 13F portfolio, value $272,164.

    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 48,018 shares
    Change vs previous 13F -2,055 shares

    0.05% of the 13F portfolio, value $274,183.

    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 50,073 shares
    Change vs previous 13F -3,945 shares

    0.03% of the 13F portfolio, value $134,196.

    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 54,018 shares
    Change vs previous 13F +2,900 shares

    0.04% of the 13F portfolio, value $146,389.

    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 51,118 shares
    Change vs previous 13F +7,000 shares

    0.03% of the 13F portfolio, value $151,820.

    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 44,118 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $119,119.

    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).