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Disclosery

Balboa Wealth Partners: QQQI position timeline

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

Balboa Wealth Partners held 5,242 QQQI 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 5,242 shares
    Change vs previous 13F -390 shares

    0.04% of the 13F portfolio, value $297,693.

    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 5,632 shares
    Change vs previous 13F -350 shares

    0.05% of the 13F portfolio, value $279,854.

    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 5,982 shares
    Change vs previous 13F +790 shares

    0.05% of the 13F portfolio, value $322,191.

    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 5,192 shares
    Change vs previous 13F +187 shares

    0.05% of the 13F portfolio, value $281,406.

    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 5,005 shares
    Change vs previous 13F -2,440 shares

    0.05% of the 13F portfolio, value $260,310.

    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 7,445 shares
    Change vs previous 13F +647 shares

    0.09% of the 13F portfolio, value $353,116.

    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 6,798 shares
    Change vs previous 13F +1,838 shares

    0.08% of the 13F portfolio, value $356,011.

    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 4,960 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $254,597.

    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).