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Disclosery

Balboa Wealth Partners: TLT position timeline

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

Balboa Wealth Partners held 2,349 TLT 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 2,349 shares
    Change vs previous 13F -209 shares

    0.03% of the 13F portfolio, value $203,001.

    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 2,558 shares
    Change vs previous 13F -1,528 shares

    0.04% of the 13F portfolio, value $221,753.

    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 4,086 shares
    Change vs previous 13F +534 shares

    0.06% of the 13F portfolio, value $356,136.

    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 3,552 shares
    Change vs previous 13F +336 shares

    0.05% of the 13F portfolio, value $317,442.

    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 3,216 shares
    Change vs previous 13F +300 shares

    0.06% of the 13F portfolio, value $283,812.

    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 2,916 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $265,443.

    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).