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Disclosery

Balboa Wealth Partners: SMA position timeline

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

Balboa Wealth Partners held 7,128 SMA 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 7,128 shares
    Change vs previous 13F -1,115 shares

    0.03% of the 13F portfolio, value $231,660.

    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 8,243 shares
    Change vs previous 13F +1,497 shares

    0.04% of the 13F portfolio, value $249,598.

    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 6,746 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $208,721.

    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).