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Disclosery

Balboa Wealth Partners: TT position timeline

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

Balboa Wealth Partners held 538 TT 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 538 shares
    Change vs previous 13F -40 shares

    0.04% of the 13F portfolio, value $264,244.

    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 578 shares
    Change vs previous 13F -15 shares

    0.04% of the 13F portfolio, value $240,876.

    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 593 shares
    Change vs previous 13F -217 shares

    0.04% of the 13F portfolio, value $230,796.

    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 810 shares
    Change vs previous 13F -262 shares

    0.06% of the 13F portfolio, value $341,788.

    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 1,072 shares
    Change vs previous 13F +193 shares

    0.09% of the 13F portfolio, value $468,904.

    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 879 shares
    Change vs previous 13F -219 shares

    0.07% of the 13F portfolio, value $296,153.

    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 1,098 shares
    Change vs previous 13F +173 shares

    0.09% of the 13F portfolio, value $405,546.

    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 925 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $359,575.

    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).