Balboa Wealth Partners
- SEC CIK
- 0001929008
- Latest filing
- Aug 10, 2026
HIE holding history
Miller/Howard High Income Equity Fund 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.
HIE overviewAll 13F holders of HIEFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −158,129−100.0% | Sold out | Holders |
| Q3 2024 | 158,129 | $1.93M | 0.5% | +9,500+6.4% | Added | Holders |
| Q2 2024 | 148,629 | $1.67M | 0.4% | −8,602−5.5% | Reduced | Holders |
| Q1 2024 | 157,231 | $1.74M | 0.6% | +47,173+42.9% | Added | Holders |
| Q4 2023 | 110,058 | $1.17M | 0.4% | +14,942+15.7% | Added | Holders |
| Q3 2023 | 95,116 | $943.6K | 0.4% | +19,600+26.0% | Added | Holders |
| Q2 2023 | 75,516 | $765.0K | 0.3% | −190−0.3% | Reduced | Holders |
| Q1 2023 | 75,706 | $760.8K | 0.3% | +6,208+8.9% | Added | Holders |
| Q4 2022 | 69,498 | $726.3K | 0.3% | +18,167+35.4% | Added | Holders |
| Q3 2022 | 51,331 | $466.0K | 0.2% | – | No prior filing | Holders |