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Disclosery

Balboa Wealth Partners: SCHA position timeline

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

Balboa Wealth Partners held 74,349 SCHA 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 74,349 shares
    Change vs previous 13F +59,252 shares

    0.37% of the 13F portfolio, value $2,686,229.

    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 15,097 shares
    Change vs previous 13F +3,529 shares

    0.07% of the 13F portfolio, value $439,021.

    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 11,568 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $329,463.

    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).