Balboa Wealth Partners: MMM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balboa Wealth Partners on MMM, newest first. How the timeline and the estimate are built.
Balboa Wealth Partners held 1,353 MMM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,353 sharesChange vs previous 13F +1,353 shares
0.03% of the 13F portfolio, value $219,077.
13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,362 shares
13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,362 sharesChange vs previous 13F +32 shares
0.04% of the 13F portfolio, value $211,367.
13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,330 sharesChange vs previous 13F +1,330 shares
0.04% of the 13F portfolio, value $202,491.
13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -1,784 shares
13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 1,784 sharesChange vs previous 13F -512 shares
0.05% of the 13F portfolio, value $230,300.
13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,296 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $313,863.
13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).