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Disclosery

Balboa Wealth Partners: VMBS position timeline

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

Balboa Wealth Partners held 26,186 VMBS 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 26,186 shares
    Change vs previous 13F +1,701 shares

    0.17% of the 13F portfolio, value $1,225,767.

    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 24,485 shares
    Change vs previous 13F +4,040 shares

    0.19% of the 13F portfolio, value $1,149,571.

    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 20,445 shares
    Change vs previous 13F +2,454 shares

    0.16% of the 13F portfolio, value $962,551.

    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 17,991 shares
    Change vs previous 13F +3,399 shares

    0.15% of the 13F portfolio, value $844,857.

    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 14,592 shares
    Change vs previous 13F +743 shares

    0.14% of the 13F portfolio, value $676,193.

    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 13,849 shares
    Change vs previous 13F +2,190 shares

    0.15% of the 13F portfolio, value $641,347.

    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 11,659 shares
    Change vs previous 13F +958 shares

    0.12% of the 13F portfolio, value $528,619.

    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 10,701 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $505,194.

    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).