Skip to content
Disclosery

Balboa Wealth Partners: PLTR position timeline

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

Balboa Wealth Partners held 44,701 PLTR 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 44,701 shares
    Change vs previous 13F +29 shares

    0.71% of the 13F portfolio, value $5,215,268.

    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 44,672 shares
    Change vs previous 13F +2,464 shares

    1.1% of the 13F portfolio, value $6,534,576.

    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 42,208 shares
    Change vs previous 13F -1,004 shares

    1.24% of the 13F portfolio, value $7,502,418.

    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 43,212 shares
    Change vs previous 13F -5,282 shares

    1.36% of the 13F portfolio, value $7,882,677.

    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 48,494 shares
    Change vs previous 13F -12,184 shares

    1.33% of the 13F portfolio, value $6,610,686.

    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 60,678 shares
    Change vs previous 13F -1,532 shares

    1.24% of the 13F portfolio, value $5,121,213.

    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 62,210 shares
    Change vs previous 13F -14,671 shares

    1.07% of the 13F portfolio, value $4,704,934.

    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 76,881 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,859,977.

    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).