Skip to content
Disclosery

Balboa Wealth Partners: SUI position timeline

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

Balboa Wealth Partners held 4,657 SUI 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 4,657 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $558,421.

    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 4,657 shares
    Change vs previous 13F -697 shares

    0.1% of the 13F portfolio, value $586,596.

    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 5,354 shares
    Change vs previous 13F -793 shares

    0.11% of the 13F portfolio, value $663,414.

    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 6,147 shares
    Change vs previous 13F +4,530 shares

    0.14% of the 13F portfolio, value $792,963.

    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 1,617 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $204,534.

    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).