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Disclosery

Balboa Wealth Partners: XLV position timeline

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

Balboa Wealth Partners held 4,353 XLV 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 4,353 shares
    Change vs previous 13F -454 shares

    0.09% of the 13F portfolio, value $690,603.

    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 4,807 shares
    Change vs previous 13F +134 shares

    0.12% of the 13F portfolio, value $704,787.

    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 4,673 shares
    Change vs previous 13F +180 shares

    0.12% of the 13F portfolio, value $723,374.

    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 4,493 shares
    Change vs previous 13F +5 shares

    0.11% of the 13F portfolio, value $625,229.

    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 4,488 shares
    Change vs previous 13F -51 shares

    0.12% of the 13F portfolio, value $604,912.

    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 4,539 shares
    Change vs previous 13F -115 shares

    0.16% of the 13F portfolio, value $662,730.

    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 4,654 shares
    Change vs previous 13F -311 shares

    0.15% of the 13F portfolio, value $640,244.

    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 4,965 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $764,754.

    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).