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Disclosery

Balboa Wealth Partners: SPEM position timeline

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

Balboa Wealth Partners held 17,266 SPEM 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 17,266 shares
    Change vs previous 13F -6,757 shares

    0.12% of the 13F portfolio, value $894,033.

    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 24,023 shares
    Change vs previous 13F -482 shares

    0.19% of the 13F portfolio, value $1,126,919.

    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 24,505 shares
    Change vs previous 13F -392 shares

    0.19% of the 13F portfolio, value $1,147,082.

    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 24,897 shares
    Change vs previous 13F +4,534 shares

    0.2% of the 13F portfolio, value $1,165,409.

    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 20,363 shares
    Change vs previous 13F -12,848 shares

    0.17% of the 13F portfolio, value $870,296.

    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 33,211 shares
    Change vs previous 13F +1,157 shares

    0.32% of the 13F portfolio, value $1,307,531.

    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 32,054 shares
    Change vs previous 13F -4,567 shares

    0.28% of the 13F portfolio, value $1,229,926.

    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 36,621 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,511,698.

    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).