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Disclosery

Balboa Wealth Partners: UPS position timeline

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

Balboa Wealth Partners held 7,582 UPS 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 7,582 shares
    Change vs previous 13F -175 shares

    0.11% of the 13F portfolio, value $815,043.

    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 7,757 shares
    Change vs previous 13F +887 shares

    0.13% of the 13F portfolio, value $763,109.

    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 6,870 shares
    Change vs previous 13F +53 shares

    0.11% of the 13F portfolio, value $681,482.

    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 6,817 shares
    Change vs previous 13F -896 shares

    0.1% of the 13F portfolio, value $569,453.

    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 7,713 shares
    Change vs previous 13F +737 shares

    0.16% of the 13F portfolio, value $778,559.

    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 6,976 shares
    Change vs previous 13F -169 shares

    0.19% of the 13F portfolio, value $767,336.

    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 7,145 shares
    Change vs previous 13F +214 shares

    0.21% of the 13F portfolio, value $900,950.

    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 6,931 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $945,033.

    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).