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Disclosery

Balboa Wealth Partners: VUG position timeline

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

Balboa Wealth Partners held 16,748 VUG 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 16,748 shares
    Change vs previous 13F +14,179 shares

    0.2% of the 13F portfolio, value $1,442,673.

    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 2,569 shares
    Change vs previous 13F +1,127 shares

    0.19% of the 13F portfolio, value $1,122,114.

    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 1,442 shares
    Change vs previous 13F +75 shares

    0.12% of the 13F portfolio, value $703,494.

    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 1,367 shares
    Change vs previous 13F +198 shares

    0.11% of the 13F portfolio, value $655,627.

    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 1,169 shares
    Change vs previous 13F +564 shares

    0.1% of the 13F portfolio, value $512,490.

    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 605 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $224,346.

    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).