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Disclosery

Balboa Wealth Partners: SCCO position timeline

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

Balboa Wealth Partners held 7,035 SCCO 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 7,035 shares
    Change vs previous 13F +309 shares

    0.17% of the 13F portfolio, value $1,225,919.

    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 6,726 shares
    Change vs previous 13F -182 shares

    0.19% of the 13F portfolio, value $1,157,276.

    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 6,908 shares
    Change vs previous 13F +190 shares

    0.16% of the 13F portfolio, value $991,091.

    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 6,718 shares
    Change vs previous 13F +415 shares

    0.14% of the 13F portfolio, value $815,296.

    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 6,303 shares
    Change vs previous 13F +2,931 shares

    0.13% of the 13F portfolio, value $637,675.

    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 3,372 shares
    Change vs previous 13F +814 shares

    0.08% of the 13F portfolio, value $315,147.

    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 2,558 shares
    Change vs previous 13F +228 shares

    0.05% of the 13F portfolio, value $233,111.

    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 2,330 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $269,511.

    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).