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Disclosery

Balboa Wealth Partners: VTI position timeline

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

Balboa Wealth Partners held 26,062 VTI 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 26,062 shares
    Change vs previous 13F +84 shares

    1.31% of the 13F portfolio, value $9,643,831.

    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 25,978 shares
    Change vs previous 13F +275 shares

    1.4% of the 13F portfolio, value $8,334,090.

    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 25,703 shares
    Change vs previous 13F +136 shares

    1.43% of the 13F portfolio, value $8,617,520.

    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 25,567 shares
    Change vs previous 13F +5,319 shares

    1.45% of the 13F portfolio, value $8,390,476.

    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 20,248 shares
    Change vs previous 13F +403 shares

    1.23% of the 13F portfolio, value $6,153,834.

    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 19,845 shares
    Change vs previous 13F +7,015 shares

    1.32% of the 13F portfolio, value $5,454,073.

    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 12,830 shares
    Change vs previous 13F +11,450 shares

    0.85% of the 13F portfolio, value $3,718,339.

    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 1,380 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $390,737.

    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).