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Disclosery

Balboa Wealth Partners: UTG position timeline

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

Balboa Wealth Partners held 7,861 UTG 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 7,861 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $320,100.

    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 7,861 shares
    Change vs previous 13F +225 shares

    0.05% of the 13F portfolio, value $308,780.

    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 7,636 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $279,325.

    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 7,636 shares
    Change vs previous 13F -1,125 shares

    0.05% of the 13F portfolio, value $302,538.

    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 8,761 shares
    Change vs previous 13F -945 shares

    0.06% of the 13F portfolio, value $316,973.

    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 9,706 shares
    Change vs previous 13F +125 shares

    0.08% of the 13F portfolio, value $315,833.

    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 9,581 shares
    Change vs previous 13F -875 shares

    0.07% of the 13F portfolio, value $303,622.

    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 10,456 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $343,061.

    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).