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Disclosery

Balboa Wealth Partners: MWA position timeline

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

Balboa Wealth Partners held 18,932 MWA 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 18,932 shares
    Change vs previous 13F -78 shares

    0.07% of the 13F portfolio, value $489,012.

    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 19,010 shares
    Change vs previous 13F +4,566 shares

    0.09% of the 13F portfolio, value $522,576.

    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 14,444 shares
    Change vs previous 13F -353 shares

    0.06% of the 13F portfolio, value $344,059.

    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 14,797 shares
    Change vs previous 13F -144 shares

    0.07% of the 13F portfolio, value $377,612.

    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 14,941 shares
    Change vs previous 13F +146 shares

    0.07% of the 13F portfolio, value $359,172.

    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 14,795 shares
    Change vs previous 13F +1,820 shares

    0.09% of the 13F portfolio, value $376,077.

    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 12,975 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $291,935.

    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).