Skip to content
Disclosery

Balboa Wealth Partners: VOO position timeline

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

Balboa Wealth Partners held 13,082 VOO 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 13,082 shares
    Change vs previous 13F -16 shares

    1.22% of the 13F portfolio, value $8,984,867.

    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 13,098 shares
    Change vs previous 13F -5,300 shares

    1.31% of the 13F portfolio, value $7,826,593.

    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 18,398 shares
    Change vs previous 13F +1,060 shares

    1.91% of the 13F portfolio, value $11,537,999.

    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 17,338 shares
    Change vs previous 13F +8,269 shares

    1.83% of the 13F portfolio, value $10,617,297.

    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 9,069 shares
    Change vs previous 13F +3,853 shares

    1.03% of the 13F portfolio, value $5,151,468.

    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 5,216 shares
    Change vs previous 13F +2,230 shares

    0.65% of the 13F portfolio, value $2,680,558.

    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 2,986 shares
    Change vs previous 13F +160 shares

    0.37% of the 13F portfolio, value $1,608,701.

    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 2,826 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,490,945.

    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).