Balboa Wealth Partners

SEC CIK: 0001929008
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

SPG holding history

Simon Property Group Inc. 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.

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

Shares (Q2 2026): 1,059
Value: $236.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2024

Holdings of SPG by Balboa Wealth Partners, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,059	$236.8K	<0.1%	+1,059	New	Holders
Q1 2025	0	$0	0.0%	−1,339−100.0%	Sold out	Holders
Q4 2024	1,339	$230.5K	0.1%	+121+9.9%	Added	Holders
Q3 2024	1,218	$205.9K	0.1%	+1,218	New	Holders