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Disclosery

Balboa Wealth Partners: VRT position timeline

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

Balboa Wealth Partners held 19,864 VRT 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 19,864 shares
    Change vs previous 13F -1,132 shares

    0.91% of the 13F portfolio, value $6,650,864.

    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 20,996 shares
    Change vs previous 13F -1,399 shares

    0.88% of the 13F portfolio, value $5,261,178.

    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 22,395 shares
    Change vs previous 13F -6,353 shares

    0.6% of the 13F portfolio, value $3,628,214.

    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 28,748 shares
    Change vs previous 13F -2,234 shares

    0.75% of the 13F portfolio, value $4,336,923.

    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 30,982 shares
    Change vs previous 13F +1,574 shares

    0.8% of the 13F portfolio, value $3,978,399.

    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 29,408 shares
    Change vs previous 13F +12,001 shares

    0.51% of the 13F portfolio, value $2,123,258.

    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 17,407 shares
    Change vs previous 13F +2,959 shares

    0.45% of the 13F portfolio, value $1,977,609.

    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 14,448 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,437,432.

    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).