IMUX β€” IMMUNIC INC

Ownership history in Balboa Wealth Partners  Β·  11 quarters on record

AI Ownership Summary

Balboa Wealth Partners reported IMMUNIC INC (IMUX) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows IMUX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IMUX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Balboa Wealth Partners's position in IMMUNIC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IMUX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Balboa Wealth Partners held IMUX β€” position size vs. price
% of Fund (quarterly)    IMUX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 12,000 β€” 0% 0.00% $13K 2026-04-16 $1.00
2025 Q4 UNCHANGED 12,000 β€” 0% 0.00% $6K 2026-01-16 $0.62
2025 Q3 UNCHANGED 12,000 β€” 0% 0.00% $11K 2025-11-06 $0.70
2025 Q2 UNCHANGED 12,000 β€” 0% 0.00% $8K 2025-07-29 $0.98
2025 Q1 UNCHANGED 12,000 β€” 0% 0.00% $13K 2025-04-23 $1.10
2024 Q4 UNCHANGED 12,000 β€” 0% 0.00% $12K 2025-02-10 $0.96
2024 Q3 UNCHANGED 12,000 β€” 0% 0.00% $20K 2024-11-06 $1.18
2024 Q1 UNCHANGED 12,000 β€” 0% 0.00% $16K 2024-05-13 $1.25
2023 Q4 UNCHANGED 12,000 β€” 0% 0.01% $18K 2024-02-09 $1.22
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IMUX

As of 2026 Q1 β€” sorted by position size

LINCOLN CAPITAL CORP 3Y 7Y 0.01% Dynamic Advisor Solutions LLC 3Y 7Y 0.0%

FAQ About Balboa Wealth Partners and IMUX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Balboa Wealth Partners reported owning IMUX?

Balboa Wealth Partners reported IMUX across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IMUX position in Balboa Wealth Partners's portfolio?

The largest reported portfolio weight for IMUX was 0.01% in 2023 Q4.

What is the latest reported IMUX position on this page?

The most recent filing on this page is 2026 Q1, when Balboa Wealth Partners reported 12,000 shares, equal to 0.00% of portfolio, with an estimated market value of $13K.

What does the chart on this IMUX ownership page compare?

The chart compares Balboa Wealth Partners's quarterly IMUX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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