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CIK 0001929008 • 7 13F filings • Apr 23, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("balboa-wealth-partners","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001951757-25-001279 |
| $579.9M |
| View |
| Aug 10, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001195 | $734.4M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000993 | $498.7M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000626 | $596.2M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000427 | $414.2M | View |