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Disclosery

Balboa Wealth Partners: MDY position timeline

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

Balboa Wealth Partners held 9,148 MDY 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 9,148 shares
    Change vs previous 13F -18 shares

    0.88% of the 13F portfolio, value $6,434,065.

    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 9,166 shares
    Change vs previous 13F -11 shares

    0.95% of the 13F portfolio, value $5,653,063.

    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 9,177 shares
    Change vs previous 13F -12 shares

    0.92% of the 13F portfolio, value $5,536,027.

    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 9,189 shares
    Change vs previous 13F +30 shares

    0.94% of the 13F portfolio, value $5,477,153.

    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 9,159 shares
    Change vs previous 13F +47 shares

    1.04% of the 13F portfolio, value $5,188,513.

    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 9,112 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $4,861,109.

    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 9,112 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $5,189,944.

    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 9,112 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $5,190,581.

    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).