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Disclosery

Balboa Wealth Partners: SPIB position timeline

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

Balboa Wealth Partners held 27,477 SPIB 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 27,477 shares
    Change vs previous 13F -296 shares

    0.13% of the 13F portfolio, value $919,380.

    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 27,773 shares
    Change vs previous 13F +2,868 shares

    0.16% of the 13F portfolio, value $931,506.

    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 24,905 shares
    Change vs previous 13F -2,601 shares

    0.14% of the 13F portfolio, value $842,038.

    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 27,506 shares
    Change vs previous 13F +1,649 shares

    0.16% of the 13F portfolio, value $932,178.

    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 25,857 shares
    Change vs previous 13F +2,195 shares

    0.17% of the 13F portfolio, value $868,278.

    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 23,662 shares
    Change vs previous 13F -3,662 shares

    0.19% of the 13F portfolio, value $786,525.

    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 27,324 shares
    Change vs previous 13F +13,098 shares

    0.2% of the 13F portfolio, value $895,134.

    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 14,226 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $479,558.

    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).