Skip to content
Disclosery

Balboa Wealth Partners: T position timeline

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

Balboa Wealth Partners held 37,743 T 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 37,743 shares
    Change vs previous 13F +336 shares

    0.11% of the 13F portfolio, value $781,279.

    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 37,407 shares
    Change vs previous 13F +4,780 shares

    0.18% of the 13F portfolio, value $1,084,426.

    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 32,627 shares
    Change vs previous 13F -8,244 shares

    0.13% of the 13F portfolio, value $810,447.

    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 40,871 shares
    Change vs previous 13F -13,516 shares

    0.2% of the 13F portfolio, value $1,154,203.

    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 54,387 shares
    Change vs previous 13F +12,414 shares

    0.32% of the 13F portfolio, value $1,573,962.

    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 41,973 shares
    Change vs previous 13F +911 shares

    0.29% of the 13F portfolio, value $1,186,997.

    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 41,062 shares
    Change vs previous 13F -15,698 shares

    0.21% of the 13F portfolio, value $934,987.

    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 56,760 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,248,710.

    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).