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Disclosery

Balboa Wealth Partners: XLK position timeline

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

Balboa Wealth Partners held 19,616 XLK 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 19,616 shares
    Change vs previous 13F -988 shares

    0.51% of the 13F portfolio, value $3,737,146.

    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 20,604 shares
    Change vs previous 13F +401 shares

    0.46% of the 13F portfolio, value $2,738,215.

    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 20,203 shares
    Change vs previous 13F +9,909 shares

    0.48% of the 13F portfolio, value $2,908,584.

    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 10,294 shares
    Change vs previous 13F +19 shares

    0.5% of the 13F portfolio, value $2,901,458.

    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 10,275 shares
    Change vs previous 13F +231 shares

    0.52% of the 13F portfolio, value $2,601,921.

    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 10,044 shares
    Change vs previous 13F +119 shares

    0.5% of the 13F portfolio, value $2,073,863.

    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 9,925 shares
    Change vs previous 13F -222 shares

    0.53% of the 13F portfolio, value $2,307,805.

    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 10,147 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,290,739.

    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).