Position in O
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$295,866
+$33,436 QoQ
Shares Held
4,836
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Balboa Wealth Partners holds $236,845 across 1 REIT - Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,059 | $236,845 |
All Filings in O
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $295,866 | 4,836 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $262,430 | 4,317 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $211,968 | 3,654 | Shares | Sole | 2025-04-23 | |
| 2024-06-30 | $463,337 | 8,772 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $584,766 | 10,809 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $701,098 | 12,210 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $364,562 | 7,300 | Shares | Sole | 2023-10-23 | |
| No filing history on record for this holder in this stock. | ||||||