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Livermore
Livermore
ZHEN

Balboa Wealth Partners

SEC CIK
0001929008
Latest filing
Aug 10, 2026

SSD holding history

Simpson Manufacturing Co., 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.

SSD overviewAll 13F holders of SSDFull Q2 2026 holdings

Shares (Q2 2026)
1,809
Value
$378.7K
% of portfolio
0.1%
Quarters held
16
Since Q3 2022
Holdings of SSD by Balboa Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,809$378.7K0.1%−409−18.4%ReducedHolders
Q1 20262,218$380.7K0.1%−9−0.4%ReducedHolders
Q4 20252,227$359.6K0.1%−136−5.8%ReducedHolders
Q3 20252,363$395.7K0.1%−128−5.1%ReducedHolders
Q2 20252,491$386.9K0.1%−221−8.1%ReducedHolders
Q1 20252,712$426.0K0.1%00.0%UnchangedHolders
Q4 20242,712$449.7K0.1%00.0%UnchangedHolders
Q3 20242,712$518.7K0.1%−396−12.7%ReducedHolders
Q2 20243,108$523.8K0.1%00.0%UnchangedHolders
Q1 20243,108$637.7K0.2%−14−0.4%ReducedHolders
Q4 20233,122$618.1K0.2%−95−3.0%ReducedHolders
Q3 20233,217$481.9K0.2%−5−0.2%ReducedHolders
Q2 20233,222$446.2K0.2%−150−4.4%ReducedHolders
Q1 20233,372$369.7K0.1%+142+4.4%AddedHolders
Q4 20223,230$286.4K0.1%+56+1.8%AddedHolders
Q3 20223,174$249.0K0.1%–No prior filingHolders