Balboa Wealth Partners

SEC CIK: 0001929008
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

EXE holding history

Expand Energy Corp 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.

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

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2023

Holdings of EXE by Balboa Wealth Partners, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−4,001−100.0%	Sold out	Holders
Q3 2023	4,001	$345.0K	0.1%	+475+13.5%	Added	Holders
Q2 2023	3,526	$295.0K	0.1%	+97+2.8%	Added	Holders
Q1 2023	3,429	$260.7K	0.1%	+3,429	New	Holders