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Disclosery

Balboa Wealth Partners: SCHX position timeline

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

Balboa Wealth Partners held 266,627 SCHX 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 266,627 shares
    Change vs previous 13F +207,701 shares

    1.07% of the 13F portfolio, value $7,846,833.

    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 58,926 shares
    Change vs previous 13F +10,482 shares

    0.25% of the 13F portfolio, value $1,510,863.

    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 48,444 shares
    Change vs previous 13F +23,116 shares

    0.22% of the 13F portfolio, value $1,303,628.

    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 25,328 shares
    Change vs previous 13F +14,110 shares

    0.12% of the 13F portfolio, value $667,140.

    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 11,218 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $274,168.

    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).