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Disclosery

Balboa Wealth Partners: LOOP position timeline

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

Balboa Wealth Partners held 52,074 LOOP 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 52,074 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $49,991.

    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 52,074 shares
    Change vs previous 13F -4,500 shares

    0.01% of the 13F portfolio, value $74,466.

    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 56,574 shares
    Change vs previous 13F -8,800 shares

    0.01% of the 13F portfolio, value $56,574.

    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 65,374 shares
    Change vs previous 13F -6,300 shares

    0.02% of the 13F portfolio, value $96,754.

    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 71,674 shares
    Change vs previous 13F +5,300 shares

    0.02% of the 13F portfolio, value $101,777.

    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 66,374 shares
    Change vs previous 13F -9,750 shares

    0.02% of the 13F portfolio, value $76,330.

    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 76,124 shares
    Change vs previous 13F +25,549 shares

    0.02% of the 13F portfolio, value $91,349.

    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 50,575 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $93,058.

    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).