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Disclosery

Balboa Wealth Partners: VYMI position timeline

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

Balboa Wealth Partners held 5,083 VYMI 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 5,083 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $499,128.

    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 5,079 shares
    Change vs previous 13F -10 shares

    0.08% of the 13F portfolio, value $478,626.

    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 5,089 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $458,047.

    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 5,086 shares
    Change vs previous 13F +15 shares

    0.07% of the 13F portfolio, value $430,701.

    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 5,071 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $406,214.

    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).