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Disclosery

Balboa Wealth Partners: MU position timeline

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

Balboa Wealth Partners held 13,707 MU 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 13,707 shares
    Change vs previous 13F -3,055 shares

    2.15% of the 13F portfolio, value $15,822,032.

    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 16,762 shares
    Change vs previous 13F -4,361 shares

    0.95% of the 13F portfolio, value $5,662,878.

    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 21,123 shares
    Change vs previous 13F -873 shares

    1% of the 13F portfolio, value $6,028,710.

    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 21,996 shares
    Change vs previous 13F +868 shares

    0.63% of the 13F portfolio, value $3,680,327.

    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 21,128 shares
    Change vs previous 13F -2,139 shares

    0.52% of the 13F portfolio, value $2,603,983.

    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 23,267 shares
    Change vs previous 13F +2,874 shares

    0.49% of the 13F portfolio, value $2,021,627.

    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 20,393 shares
    Change vs previous 13F +5,330 shares

    0.39% of the 13F portfolio, value $1,716,240.

    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 15,063 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,562,206.

    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).