Skip to content
Disclosery

Balboa Wealth Partners: V position timeline

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

Balboa Wealth Partners held 6,039 V 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 6,039 shares
    Change vs previous 13F +466 shares

    0.28% of the 13F portfolio, value $2,072,047.

    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 5,573 shares
    Change vs previous 13F -423 shares

    0.28% of the 13F portfolio, value $1,684,495.

    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 5,996 shares
    Change vs previous 13F +346 shares

    0.35% of the 13F portfolio, value $2,102,986.

    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 5,650 shares
    Change vs previous 13F -270 shares

    0.33% of the 13F portfolio, value $1,928,923.

    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 5,920 shares
    Change vs previous 13F +401 shares

    0.42% of the 13F portfolio, value $2,101,993.

    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 5,519 shares
    Change vs previous 13F -724 shares

    0.47% of the 13F portfolio, value $1,934,278.

    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 6,243 shares
    Change vs previous 13F -376 shares

    0.45% of the 13F portfolio, value $1,973,112.

    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 6,619 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,819,984.

    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).