Skip to content
Disclosery

Balboa Wealth Partners: WM position timeline

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

Balboa Wealth Partners held 1,537 WM 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 1,537 shares
    Change vs previous 13F -9 shares

    0.05% of the 13F portfolio, value $342,515.

    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 1,546 shares
    Change vs previous 13F -55 shares

    0.06% of the 13F portfolio, value $355,223.

    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 1,601 shares
    Change vs previous 13F -401 shares

    0.06% of the 13F portfolio, value $351,690.

    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 2,002 shares
    Change vs previous 13F +45 shares

    0.08% of the 13F portfolio, value $442,116.

    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 1,957 shares
    Change vs previous 13F +726 shares

    0.09% of the 13F portfolio, value $447,904.

    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 1,231 shares
    Change vs previous 13F -112 shares

    0.07% of the 13F portfolio, value $284,976.

    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 1,343 shares
    Change vs previous 13F +110 shares

    0.06% of the 13F portfolio, value $271,079.

    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 1,233 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $255,926.

    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).