Skip to content
Disclosery

Ballentine Capital Advisors, Inc: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Capital Advisors, Inc on BIV, newest first. How the timeline and the estimate are built.

Ballentine Capital Advisors, Inc held 412,156 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 412,156 shares
    Change vs previous 13F +8,161 shares

    11.29% of the 13F portfolio, value $30,029,693.

    13F-HR 0002011580-26-000005 filed by Ballentine Capital Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 403,995 shares
    Change vs previous 13F +39,039 shares

    11.68% of the 13F portfolio, value $30,986,404.

    13F-HR 0002011580-26-000003 filed by Ballentine Capital Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 364,956 shares
    Change vs previous 13F +11,858 shares

    11.66% of the 13F portfolio, value $28,167,269.

    13F-HR 0002011580-26-000002 filed by Ballentine Capital Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 353,098 shares
    Change vs previous 13F +15,029 shares

    11.58% of the 13F portfolio, value $27,499,278.

    13F-HR 0002011580-26-000001 filed by Ballentine Capital Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 338,069 shares
    Change vs previous 13F +11,277 shares

    11.67% of the 13F portfolio, value $26,399,814.

    13F-HR 0002011580-25-000009 filed by Ballentine Capital Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 326,792 shares
    Change vs previous 13F -792 shares

    11.98% of the 13F portfolio, value $25,274,090.

    13F-HR 0002011580-25-000008 filed by Ballentine Capital Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 327,584 shares
    Change vs previous 13F +18,125 shares

    12.73% of the 13F portfolio, value $25,083,086.

    13F-HR 0002011580-25-000003 filed by Ballentine Capital Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 309,459 shares
    Change vs previous 13F not available

    11.98% of the 13F portfolio, value $23,125,900.

    13F-HR 0002011580-25-000001 filed by Ballentine Capital Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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