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Disclosery

Balboa Wealth Partners: SRLN position timeline

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

Balboa Wealth Partners held 6,735 SRLN 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 6,735 shares
    Change vs previous 13F -4,583 shares

    0.04% of the 13F portfolio, value $271,353.

    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 11,318 shares
    Change vs previous 13F +233 shares

    0.08% of the 13F portfolio, value $454,305.

    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 11,085 shares
    Change vs previous 13F -27 shares

    0.08% of the 13F portfolio, value $457,478.

    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 11,112 shares
    Change vs previous 13F +257 shares

    0.08% of the 13F portfolio, value $462,037.

    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 10,855 shares
    Change vs previous 13F +366 shares

    0.09% of the 13F portfolio, value $451,448.

    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 10,489 shares
    Change vs previous 13F +3,491 shares

    0.1% of the 13F portfolio, value $431,413.

    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 6,998 shares
    Change vs previous 13F +158 shares

    0.07% of the 13F portfolio, value $292,021.

    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 6,840 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $285,618.

    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).