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Disclosery

Balentine LLC: IBDS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balentine LLC on IBDS, newest first. How the timeline and the estimate are built.

Balentine LLC held 47,466 IBDS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,466 shares
    Change vs previous 13F +446 shares

    0.04% of the 13F portfolio, value $1,149,620.

    13F-HR 0001398344-26-013694 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,020 shares
    Change vs previous 13F +289 shares

    0.05% of the 13F portfolio, value $1,139,769.

    13F-HR 0001398344-26-007159 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,731 shares
    Change vs previous 13F +597 shares

    0.04% of the 13F portfolio, value $1,134,620.

    13F-HR 0001398344-26-001814 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 46,134 shares
    Change vs previous 13F +439 shares

    0.04% of the 13F portfolio, value $1,122,902.

    13F-HR 0001398344-25-020500 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,695 shares
    Change vs previous 13F +440 shares

    0.04% of the 13F portfolio, value $1,109,010.

    13F-HR 0001398344-25-014447 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,255 shares
    Change vs previous 13F +5,552 shares

    0.05% of the 13F portfolio, value $1,094,261.

    13F-HR 0001398344-25-008628 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 39,703 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $951,284.

    13F-HR 0001398344-25-001347 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).