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Disclosery

Balboa Wealth Partners: SPY position timeline

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

Balboa Wealth Partners held 16,875 SPY 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 16,875 shares
    Change vs previous 13F -1,576 shares

    1.72% of the 13F portfolio, value $12,601,526.

    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 18,451 shares
    Change vs previous 13F -2,276 shares

    2.01% of the 13F portfolio, value $11,999,538.

    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 20,727 shares
    Change vs previous 13F -386 shares

    2.34% of the 13F portfolio, value $14,133,865.

    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 21,113 shares
    Change vs previous 13F +1,620 shares

    2.43% of the 13F portfolio, value $14,065,073.

    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 19,493 shares
    Change vs previous 13F -1,217 shares

    2.42% of the 13F portfolio, value $12,044,036.

    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 20,710 shares
    Change vs previous 13F -2,169 shares

    2.8% of the 13F portfolio, value $11,585,147.

    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 22,879 shares
    Change vs previous 13F +1,585 shares

    3.06% of the 13F portfolio, value $13,409,103.

    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 21,294 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $12,217,429.

    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).