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Disclosery

Balboa Wealth Partners: RDVI position timeline

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

Balboa Wealth Partners held 80,396 RDVI 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 80,396 shares
    Change vs previous 13F -6,142 shares

    0.32% of the 13F portfolio, value $2,363,640.

    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 86,538 shares
    Change vs previous 13F -1,505 shares

    0.37% of the 13F portfolio, value $2,211,041.

    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 88,043 shares
    Change vs previous 13F +4,392 shares

    0.38% of the 13F portfolio, value $2,310,258.

    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 83,651 shares
    Change vs previous 13F +2,063 shares

    0.37% of the 13F portfolio, value $2,162,389.

    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 81,588 shares
    Change vs previous 13F +30,338 shares

    0.4% of the 13F portfolio, value $2,016,032.

    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 51,250 shares
    Change vs previous 13F +2,535 shares

    0.29% of the 13F portfolio, value $1,215,650.

    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 48,715 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,180,852.

    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).