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Disclosery

Balboa Wealth Partners: STRL position timeline

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

Balboa Wealth Partners held 10,776 STRL 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 10,776 shares
    Change vs previous 13F -2,992 shares

    1.23% of the 13F portfolio, value $9,044,943.

    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 13,768 shares
    Change vs previous 13F -1,282 shares

    0.94% of the 13F portfolio, value $5,607,293.

    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 15,050 shares
    Change vs previous 13F +153 shares

    0.76% of the 13F portfolio, value $4,608,762.

    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 14,897 shares
    Change vs previous 13F +176 shares

    0.87% of the 13F portfolio, value $5,060,213.

    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 14,721 shares
    Change vs previous 13F -1,120 shares

    0.68% of the 13F portfolio, value $3,396,576.

    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 15,841 shares
    Change vs previous 13F +4,817 shares

    0.43% of the 13F portfolio, value $1,793,360.

    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 11,024 shares
    Change vs previous 13F +525 shares

    0.42% of the 13F portfolio, value $1,856,993.

    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 10,499 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,522,565.

    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).