Skip to content
Disclosery

Balboa Wealth Partners: SMIZ position timeline

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

Balboa Wealth Partners held 54,640 SMIZ 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 54,640 shares
    Change vs previous 13F -8,755 shares

    0.33% of the 13F portfolio, value $2,438,037.

    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 63,395 shares
    Change vs previous 13F +5,976 shares

    0.39% of the 13F portfolio, value $2,350,053.

    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 57,419 shares
    Change vs previous 13F +7,945 shares

    0.35% of the 13F portfolio, value $2,123,929.

    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 49,474 shares
    Change vs previous 13F -5,940 shares

    0.32% of the 13F portfolio, value $1,847,854.

    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 55,414 shares
    Change vs previous 13F +6,460 shares

    0.38% of the 13F portfolio, value $1,877,980.

    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 48,954 shares
    Change vs previous 13F -11,860 shares

    0.36% of the 13F portfolio, value $1,481,172.

    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 60,814 shares
    Change vs previous 13F +18,395 shares

    0.46% of the 13F portfolio, value $2,017,766.

    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 42,419 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,403,976.

    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).