Skip to content
Disclosery

Balboa Wealth Partners: XLF position timeline

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

Balboa Wealth Partners held 18,183 XLF 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 18,183 shares
    Change vs previous 13F -422 shares

    0.13% of the 13F portfolio, value $974,807.

    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 18,605 shares
    Change vs previous 13F +1,481 shares

    0.15% of the 13F portfolio, value $918,511.

    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 17,124 shares
    Change vs previous 13F -388 shares

    0.16% of the 13F portfolio, value $937,865.

    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 17,512 shares
    Change vs previous 13F +998 shares

    0.16% of the 13F portfolio, value $943,365.

    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 16,514 shares
    Change vs previous 13F -148 shares

    0.17% of the 13F portfolio, value $864,858.

    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 16,662 shares
    Change vs previous 13F +108 shares

    0.2% of the 13F portfolio, value $829,950.

    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 16,554 shares
    Change vs previous 13F -380 shares

    0.18% of the 13F portfolio, value $800,054.

    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 16,934 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $767,467.

    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).