Balboa Wealth Partners

Entity
Company
Business address
6263 North Scottsdale Road, Suite 265, 85250 Scottsdale, AZ
Phone
9494451465
State of incorporation
DE
Fiscal year end
December 31
Signature 13F
Jeffrey Gilbert - Chief Compliance Officer
All SEC filings
View on sec.gov
Balboa Wealth Partners has filed 14 SEC EDGAR filings since 1/4/2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Jul 29, 2025 Jun 30, 2025 028-22715
N-PX Open Document Open Filing Jul 14, 2025 Jun 30, 2025 028-22715
13F-HR Open Document Open Filing Apr 23, 2025 Mar 31, 2025 028-22715
13F-HR Open Document Open Filing Feb 10, 2025 Dec 31, 2024 028-22715
13F-HR Open Document Open Filing Nov 6, 2024 Sep 30, 2024 028-22715
N-PX Open Document Open Filing Aug 19, 2024 Jun 30, 2024 028-22715
13F-HR Open Document Open Filing Aug 13, 2024 Jun 30, 2024 028-22715
13F-HR Open Document Open Filing May 13, 2024 Mar 31, 2024 028-22715
13F-HR Open Document Open Filing Feb 9, 2024 Dec 31, 2023 028-22715
13F-HR Open Document Open Filing Oct 23, 2023 Sep 30, 2023 028-22715
13F-HR Open Document Open Filing Aug 8, 2023 Jun 30, 2023 028-22715
13F-HR Open Document Open Filing May 12, 2023 Mar 31, 2023 028-22715
13F-HR Open Document Open Filing Feb 14, 2023 Dec 31, 2022 028-22715
13F-HR Open Document Open Filing Jan 4, 2023 Sep 30, 2022 028-22715