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Disclosery

Balboa Wealth Partners: MA position timeline

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

Balboa Wealth Partners held 5,008 MA 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 5,008 shares
    Change vs previous 13F +182 shares

    0.35% of the 13F portfolio, value $2,571,941.

    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 4,826 shares
    Change vs previous 13F -147 shares

    0.4% of the 13F portfolio, value $2,411,196.

    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 4,973 shares
    Change vs previous 13F -8 shares

    0.47% of the 13F portfolio, value $2,839,005.

    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 4,981 shares
    Change vs previous 13F +263 shares

    0.49% of the 13F portfolio, value $2,833,262.

    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 4,718 shares
    Change vs previous 13F -236 shares

    0.53% of the 13F portfolio, value $2,651,364.

    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 4,954 shares
    Change vs previous 13F -292 shares

    0.66% of the 13F portfolio, value $2,715,341.

    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 5,246 shares
    Change vs previous 13F -169 shares

    0.63% of the 13F portfolio, value $2,762,596.

    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 5,415 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,674,118.

    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).