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Disclosery

Balboa Wealth Partners: VZ position timeline

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

Balboa Wealth Partners held 31,356 VZ 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 31,356 shares
    Change vs previous 13F -684 shares

    0.18% of the 13F portfolio, value $1,327,609.

    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 32,040 shares
    Change vs previous 13F +7,220 shares

    0.27% of the 13F portfolio, value $1,608,420.

    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 24,820 shares
    Change vs previous 13F -846 shares

    0.17% of the 13F portfolio, value $1,010,901.

    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 25,666 shares
    Change vs previous 13F -986 shares

    0.19% of the 13F portfolio, value $1,128,013.

    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 26,652 shares
    Change vs previous 13F -1,920 shares

    0.23% of the 13F portfolio, value $1,153,239.

    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 28,572 shares
    Change vs previous 13F +1,643 shares

    0.31% of the 13F portfolio, value $1,296,004.

    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 26,929 shares
    Change vs previous 13F +657 shares

    0.25% of the 13F portfolio, value $1,076,884.

    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 26,272 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,179,883.

    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).