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Disclosery

Balentine LLC: IBDT position timeline

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

Balentine LLC held 35,460 IBDT 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 35,460 shares
    Change vs previous 13F +391 shares

    0.03% of the 13F portfolio, value $895,363.

    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 35,069 shares
    Change vs previous 13F +12,424 shares

    0.04% of the 13F portfolio, value $888,293.

    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 22,645 shares
    Change vs previous 13F +344 shares

    0.02% of the 13F portfolio, value $576,427.

    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 22,301 shares
    Change vs previous 13F +198 shares

    0.02% of the 13F portfolio, value $569,130.

    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 22,103 shares
    Change vs previous 13F +13,991 shares

    0.02% of the 13F portfolio, value $561,866.

    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 8,112 shares
    Change vs previous 13F +61 shares

    0.01% of the 13F portfolio, value $204,912.

    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 8,051 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,470.

    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).