Balboa Wealth Partners LAR — LITHIUM ARGENTINA AG

Ownership history in Balboa Wealth Partners  ·  7 quarters on record

AI Ownership Summary

Balboa Wealth Partners reported LITHIUM ARGENTINA AG (LAR) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows LAR at 0.03% 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.

What this LAR 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 LITHIUM ARGENTINA AG, 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 Q3

LAR was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q3

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.

LAR stock page Balboa Wealth Partners fund profile Balboa Wealth Partners full holdings
How Balboa Wealth Partners held LAR — position size vs. price
% of Fund (quarterly)    LAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 34,088 — 0% 0.03% $187K 2026-10-20 $4.46
2026 Q2 REDUCED — — — 34,088 -500 -1.4% 0.04% $282K 2026-08-10 $7.10
2026 Q1 REDUCED — — — 34,588 -240 -0.7% 0.04% $231K 2026-04-16 $9.21
2025 Q4 REDUCED — — — 34,828 -1,295 -3.6% 0.03% $194K 2026-01-16 $8.19
2025 Q3 REDUCED 5.2% +63.5% ❌ 36,123 -1,982 -5.2% 0.02% $121K 2025-11-06 $3.73
2025 Q2 REDUCED 9.4% +64.9% ❌ 38,105 -3,945 -9.4% 0.02% $79K 2025-07-29 $2.85
2025 Q1 INITIATED — — — 42,050 — — 0.02% $90K 2025-04-23 $1.99

🏢 Other funds also holding LAR

As of 2026 Q3 — sorted by position size

PING CAPITAL MANAGEMENT, INC. 0.18% DELTEC ASSET MANAGEMENT LLC 3Y 7Y 0.09% Robertson Stephens Wealth Management, LLC 3Y 7Y 0.02% McCarley & Cook Financial Planners 0.01% SBI Securities Co., Ltd. 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Rydar Equities, Inc. 0.0% Investors Research Corp 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% Global X Japan Co., Ltd. 0.0%

FAQ About Balboa Wealth Partners and LAR

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 LAR?

Balboa Wealth Partners reported LAR across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

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

The largest reported portfolio weight for LAR was 0.04% in 2026 Q1.

What is the latest reported LAR position on this page?

The most recent filing on this page is 2026 Q3, when Balboa Wealth Partners reported 34,088 shares, equal to 0.03% of portfolio, with an estimated market value of $187K.

What does the chart on this LAR ownership page compare?

The chart compares Balboa Wealth Partners's quarterly LAR 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.

How well did Balboa Wealth Partners time their LAR position?

Based on 13F filing dates vs. subsequent LAR price moves, Balboa Wealth Partners correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on LAR relative to SPY over the holding period was +33.3%.

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