Skip to content
Disclosery

Balboa Wealth Partners: SPSM position timeline

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

Balboa Wealth Partners held 7,431 SPSM 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 7,431 shares
    Change vs previous 13F -4,286 shares

    0.06% of the 13F portfolio, value $428,556.

    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 11,717 shares
    Change vs previous 13F -2,660 shares

    0.09% of the 13F portfolio, value $566,150.

    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 14,377 shares
    Change vs previous 13F -4,052 shares

    0.11% of the 13F portfolio, value $673,715.

    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 18,429 shares
    Change vs previous 13F +8,464 shares

    0.15% of the 13F portfolio, value $853,608.

    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 9,965 shares
    Change vs previous 13F +3,772 shares

    0.09% of the 13F portfolio, value $424,507.

    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 6,193 shares
    Change vs previous 13F -6,072 shares

    0.06% of the 13F portfolio, value $252,441.

    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 12,265 shares
    Change vs previous 13F +393 shares

    0.13% of the 13F portfolio, value $550,937.

    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 11,872 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $540,295.

    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).