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Disclosery

Balboa Wealth Partners: MAXJ position timeline

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

Balboa Wealth Partners held 53,797 MAXJ 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 53,797 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,567,099.

    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 53,797 shares
    Change vs previous 13F -14,312 shares

    0.25% of the 13F portfolio, value $1,514,894.

    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 68,109 shares
    Change vs previous 13F -6,750 shares

    0.32% of the 13F portfolio, value $1,920,283.

    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 74,859 shares
    Change vs previous 13F -98,702 shares

    0.36% of the 13F portfolio, value $2,099,742.

    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 173,561 shares
    Change vs previous 13F -9,567 shares

    0.96% of the 13F portfolio, value $4,774,664.

    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 183,128 shares
    Change vs previous 13F -10,809 shares

    1.14% of the 13F portfolio, value $4,722,872.

    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 193,937 shares
    Change vs previous 13F -8,818 shares

    1.16% of the 13F portfolio, value $5,068,640.

    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 202,755 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $5,269,602.

    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).