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Disclosery

Balboa Wealth Partners: MSFT position timeline

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

Balboa Wealth Partners held 56,576 MSFT 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 56,576 shares
    Change vs previous 13F -30 shares

    2.87% of the 13F portfolio, value $21,104,149.

    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 56,606 shares
    Change vs previous 13F +575 shares

    3.51% of the 13F portfolio, value $20,953,734.

    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 56,031 shares
    Change vs previous 13F -105 shares

    4.48% of the 13F portfolio, value $27,097,623.

    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 56,136 shares
    Change vs previous 13F +814 shares

    5.02% of the 13F portfolio, value $29,075,576.

    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 55,322 shares
    Change vs previous 13F +820 shares

    5.52% of the 13F portfolio, value $27,517,715.

    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 54,502 shares
    Change vs previous 13F -509 shares

    4.94% of the 13F portfolio, value $20,459,484.

    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 55,011 shares
    Change vs previous 13F -910 shares

    5.29% of the 13F portfolio, value $23,187,204.

    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 55,921 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $24,062,950.

    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).