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Disclosery

Balboa Wealth Partners: SPDW position timeline

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

Balboa Wealth Partners held 12,477 SPDW 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 12,477 shares
    Change vs previous 13F -14,920 shares

    0.09% of the 13F portfolio, value $628,716.

    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 27,397 shares
    Change vs previous 13F -4,146 shares

    0.21% of the 13F portfolio, value $1,250,673.

    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 31,543 shares
    Change vs previous 13F +8,890 shares

    0.23% of the 13F portfolio, value $1,400,825.

    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 22,653 shares
    Change vs previous 13F +9,584 shares

    0.17% of the 13F portfolio, value $969,322.

    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 13,069 shares
    Change vs previous 13F -28,230 shares

    0.11% of the 13F portfolio, value $529,164.

    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 41,299 shares
    Change vs previous 13F +20,635 shares

    0.36% of the 13F portfolio, value $1,503,697.

    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 20,664 shares
    Change vs previous 13F +1,221 shares

    0.16% of the 13F portfolio, value $705,262.

    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 19,443 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $730,279.

    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).