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Disclosery

Balboa Wealth Partners: MO position timeline

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

Balboa Wealth Partners held 5,881 MO 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 5,881 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $423,131.

    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 5,868 shares
    Change vs previous 13F +1,091 shares

    0.06% of the 13F portfolio, value $387,255.

    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 4,777 shares
    Change vs previous 13F +425 shares

    0.05% of the 13F portfolio, value $275,425.

    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 4,352 shares
    Change vs previous 13F -136 shares

    0.05% of the 13F portfolio, value $287,501.

    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 4,488 shares
    Change vs previous 13F +229 shares

    0.05% of the 13F portfolio, value $263,140.

    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 4,259 shares
    Change vs previous 13F -324 shares

    0.06% of the 13F portfolio, value $255,649.

    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 4,583 shares
    Change vs previous 13F -78 shares

    0.05% of the 13F portfolio, value $239,669.

    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 4,661 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $237,911.

    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).