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Disclosery

Balboa Wealth Partners: XLSR position timeline

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

Balboa Wealth Partners held 19,273 XLSR 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 19,273 shares
    Change vs previous 13F -9,912 shares

    0.17% of the 13F portfolio, value $1,250,047.

    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 29,185 shares
    Change vs previous 13F +1,387 shares

    0.28% of the 13F portfolio, value $1,685,142.

    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 27,798 shares
    Change vs previous 13F -808 shares

    0.29% of the 13F portfolio, value $1,732,093.

    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 28,606 shares
    Change vs previous 13F -1,104 shares

    0.29% of the 13F portfolio, value $1,705,204.

    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 29,710 shares
    Change vs previous 13F -799 shares

    0.33% of the 13F portfolio, value $1,631,673.

    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 30,509 shares
    Change vs previous 13F +1,784 shares

    0.37% of the 13F portfolio, value $1,548,942.

    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 28,725 shares
    Change vs previous 13F -1,722 shares

    0.35% of the 13F portfolio, value $1,535,064.

    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 30,447 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,578,220.

    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).