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Disclosery

Balboa Wealth Partners: VYM position timeline

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

Balboa Wealth Partners held 11,240 VYM 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 11,240 shares
    Change vs previous 13F +529 shares

    0.24% of the 13F portfolio, value $1,776,241.

    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 10,711 shares
    Change vs previous 13F +55 shares

    0.27% of the 13F portfolio, value $1,586,272.

    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 10,656 shares
    Change vs previous 13F +27 shares

    0.25% of the 13F portfolio, value $1,529,396.

    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 10,629 shares
    Change vs previous 13F -225 shares

    0.26% of the 13F portfolio, value $1,498,223.

    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 10,854 shares
    Change vs previous 13F +6,162 shares

    0.29% of the 13F portfolio, value $1,446,944.

    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 4,692 shares
    Change vs previous 13F -226 shares

    0.15% of the 13F portfolio, value $605,103.

    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 4,918 shares
    Change vs previous 13F -40 shares

    0.14% of the 13F portfolio, value $627,538.

    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 4,958 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $635,627.

    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).