Balboa Wealth Partners: VEA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balboa Wealth Partners on VEA, newest first. How the timeline and the estimate are built.
Balboa Wealth Partners held 95,698 VEA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 95,698 sharesChange vs previous 13F -296 shares
0.93% of the 13F portfolio, value $6,818,457.
13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 95,994 sharesChange vs previous 13F +13,860 shares
1.03% of the 13F portfolio, value $6,151,327.
13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 82,134 sharesChange vs previous 13F -161 shares
0.85% of the 13F portfolio, value $5,130,907.
13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 82,295 sharesChange vs previous 13F +19,058 shares
0.85% of the 13F portfolio, value $4,931,127.
13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 63,237 sharesChange vs previous 13F +6,948 shares
0.72% of the 13F portfolio, value $3,605,165.
13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 56,289 sharesChange vs previous 13F +24,457 shares
0.69% of the 13F portfolio, value $2,861,162.
13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,832 sharesChange vs previous 13F +23,668 shares
0.35% of the 13F portfolio, value $1,522,229.
13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,164 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $431,160.
13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).