Skip to content
Disclosery

Balboa Wealth Partners: SGOL position timeline

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

Balboa Wealth Partners held 29,580 SGOL 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 29,580 shares
    Change vs previous 13F +366 shares

    0.15% of the 13F portfolio, value $1,130,843.

    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 29,214 shares
    Change vs previous 13F +1,067 shares

    0.22% of the 13F portfolio, value $1,303,529.

    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 28,147 shares
    Change vs previous 13F +45 shares

    0.19% of the 13F portfolio, value $1,156,279.

    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 28,102 shares
    Change vs previous 13F -425 shares

    0.18% of the 13F portfolio, value $1,034,435.

    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 28,527 shares
    Change vs previous 13F +2,790 shares

    0.18% of the 13F portfolio, value $899,742.

    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 25,737 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $767,477.

    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).