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Disclosery

Balboa Wealth Partners: VWO position timeline

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

Balboa Wealth Partners held 66,340 VWO 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 66,340 shares
    Change vs previous 13F -1,625 shares

    0.54% of the 13F portfolio, value $3,959,861.

    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 67,965 shares
    Change vs previous 13F +3,021 shares

    0.62% of the 13F portfolio, value $3,673,501.

    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 64,944 shares
    Change vs previous 13F +3,589 shares

    0.58% of the 13F portfolio, value $3,491,382.

    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 61,355 shares
    Change vs previous 13F +16,846 shares

    0.57% of the 13F portfolio, value $3,324,204.

    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 44,509 shares
    Change vs previous 13F +6,891 shares

    0.44% of the 13F portfolio, value $2,201,439.

    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 37,618 shares
    Change vs previous 13F +15,235 shares

    0.41% of the 13F portfolio, value $1,702,605.

    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 22,383 shares
    Change vs previous 13F +17,259 shares

    0.23% of the 13F portfolio, value $985,733.

    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 5,124 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $245,173.

    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).