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Disclosery

Balboa Wealth Partners: URA position timeline

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

Balboa Wealth Partners held 27,255 URA 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 27,255 shares
    Change vs previous 13F +908 shares

    0.16% of the 13F portfolio, value $1,191,044.

    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 26,347 shares
    Change vs previous 13F -380 shares

    0.21% of the 13F portfolio, value $1,275,985.

    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 26,727 shares
    Change vs previous 13F +42 shares

    0.19% of the 13F portfolio, value $1,142,045.

    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 26,685 shares
    Change vs previous 13F +95 shares

    0.22% of the 13F portfolio, value $1,272,074.

    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 26,590 shares
    Change vs previous 13F -195 shares

    0.21% of the 13F portfolio, value $1,031,958.

    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 26,785 shares
    Change vs previous 13F -840 shares

    0.15% of the 13F portfolio, value $613,912.

    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 27,625 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $739,798.

    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).