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Balboa Wealth Partners: QQQ position timeline

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

Balboa Wealth Partners held 9,566 QQQ 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 9,566 shares
    Change vs previous 13F +963 shares

    0.96% of the 13F portfolio, value $7,044,599.

    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 8,603 shares
    Change vs previous 13F -2,746 shares

    0.83% of the 13F portfolio, value $4,965,472.

    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 11,349 shares
    Change vs previous 13F +673 shares

    1.15% of the 13F portfolio, value $6,971,778.

    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 10,676 shares
    Change vs previous 13F -13 shares

    1.11% of the 13F portfolio, value $6,409,600.

    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 10,689 shares
    Change vs previous 13F +2,652 shares

    1.18% of the 13F portfolio, value $5,896,431.

    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 8,037 shares
    Change vs previous 13F -1,194 shares

    0.91% of the 13F portfolio, value $3,768,904.

    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 9,231 shares
    Change vs previous 13F -3,582 shares

    1.08% of the 13F portfolio, value $4,719,375.

    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 12,813 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $6,253,697.

    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).