Balboa Wealth Partners

SEC CIK: 0001929008
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

BAM holding history

Brookfield Asset Management Ltd. in every 13F filed by Balboa Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAM overview All 13F holders of BAM Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of BAM by Balboa Wealth Partners, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−15,300−100.0%	Sold out	Holders
Q4 2023	15,300	$614.6K	0.2%	+6,325+70.5%	Added	Holders
Q3 2023	8,975	$299.2K	0.1%	+8,975	New	Holders