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Disclosery

Balboa Wealth Partners: SCHE position timeline

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

Balboa Wealth Partners held 48,471 SCHE 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 48,471 shares
    Change vs previous 13F +20,230 shares

    0.24% of the 13F portfolio, value $1,757,558.

    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 28,241 shares
    Change vs previous 13F +2,073 shares

    0.16% of the 13F portfolio, value $930,541.

    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 26,168 shares
    Change vs previous 13F -1,176 shares

    0.14% of the 13F portfolio, value $857,002.

    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 27,344 shares
    Change vs previous 13F +2,615 shares

    0.16% of the 13F portfolio, value $912,469.

    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 24,729 shares
    Change vs previous 13F +4,120 shares

    0.15% of the 13F portfolio, value $745,332.

    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 20,609 shares
    Change vs previous 13F -1,138 shares

    0.14% of the 13F portfolio, value $568,190.

    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 21,747 shares
    Change vs previous 13F +4,344 shares

    0.13% of the 13F portfolio, value $579,123.

    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 17,403 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $507,820.

    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).