Position in HOOD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,193,733
+$327,969 QoQ
Shares Held
11,904
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#642
of 1,380 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Balboa Wealth Partners holds $5,823,643 across 5 Capital Markets names. HOOD ranks #2 (20.5% of the industry book) .
All Filings in HOOD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,193,733 | 11,904 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $865,764 | 12,493 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,472,675 | 13,021 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,802,922 | 12,592 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $951,748 | 10,165 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $399,593 | 9,601 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||