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Disclosery

Balboa Wealth Partners: VCSH position timeline

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

Balboa Wealth Partners held 8,131 VCSH 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 8,131 shares
    Change vs previous 13F -580 shares

    0.09% of the 13F portfolio, value $642,592.

    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 8,711 shares
    Change vs previous 13F -124 shares

    0.12% of the 13F portfolio, value $690,494.

    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 8,835 shares
    Change vs previous 13F +814 shares

    0.12% of the 13F portfolio, value $704,426.

    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 8,021 shares
    Change vs previous 13F -8,484 shares

    0.11% of the 13F portfolio, value $641,106.

    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 16,505 shares
    Change vs previous 13F -429 shares

    0.26% of the 13F portfolio, value $1,312,156.

    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 16,934 shares
    Change vs previous 13F -830 shares

    0.32% of the 13F portfolio, value $1,336,760.

    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 17,764 shares
    Change vs previous 13F +7,325 shares

    0.32% of the 13F portfolio, value $1,385,802.

    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 10,439 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $829,080.

    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).