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Disclosery

Balboa Wealth Partners: VGSH position timeline

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

Balboa Wealth Partners held 31,127 VGSH 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 31,127 shares
    Change vs previous 13F -25,154 shares

    0.25% of the 13F portfolio, value $1,811,613.

    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 56,281 shares
    Change vs previous 13F -9,566 shares

    0.55% of the 13F portfolio, value $3,294,713.

    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 65,847 shares
    Change vs previous 13F +29,730 shares

    0.64% of the 13F portfolio, value $3,867,213.

    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 36,117 shares
    Change vs previous 13F -3,911 shares

    0.37% of the 13F portfolio, value $2,125,501.

    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 40,028 shares
    Change vs previous 13F +7,575 shares

    0.47% of the 13F portfolio, value $2,352,836.

    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 32,453 shares
    Change vs previous 13F +1,682 shares

    0.46% of the 13F portfolio, value $1,904,652.

    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 30,771 shares
    Change vs previous 13F +14,794 shares

    0.41% of the 13F portfolio, value $1,790,257.

    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 15,977 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $942,965.

    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).