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Disclosery

Balboa Wealth Partners: VTV position timeline

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

Balboa Wealth Partners held 11,865 VTV 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 11,865 shares
    Change vs previous 13F +805 shares

    0.35% of the 13F portfolio, value $2,585,774.

    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 11,060 shares
    Change vs previous 13F -643 shares

    0.36% of the 13F portfolio, value $2,169,884.

    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 11,703 shares
    Change vs previous 13F -549 shares

    0.37% of the 13F portfolio, value $2,235,141.

    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 12,252 shares
    Change vs previous 13F +379 shares

    0.39% of the 13F portfolio, value $2,284,783.

    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 11,873 shares
    Change vs previous 13F +1,879 shares

    0.42% of the 13F portfolio, value $2,098,494.

    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 9,994 shares
    Change vs previous 13F -4,380 shares

    0.42% of the 13F portfolio, value $1,726,422.

    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 14,374 shares
    Change vs previous 13F +11,479 shares

    0.56% of the 13F portfolio, value $2,433,480.

    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 2,895 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $505,336.

    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).