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Ballentine Capital Advisors, Inc: BNDX position timeline

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

Ballentine Capital Advisors, Inc held 371,716 BNDX 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 371,716 shares
    Change vs previous 13F +997 shares

    6.55% of the 13F portfolio, value $17,422,307.

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

  2. period ended2026-06-30
    13F 370,719 shares
    Change vs previous 13F +36,426 shares

    6.77% of the 13F portfolio, value $17,953,901.

    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 334,293 shares
    Change vs previous 13F +10,225 shares

    6.65% of the 13F portfolio, value $16,062,771.

    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 324,068 shares
    Change vs previous 13F +27,548 shares

    6.6% of the 13F portfolio, value $15,658,947.

    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 296,520 shares
    Change vs previous 13F +14,325 shares

    6.48% of the 13F portfolio, value $14,665,891.

    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 282,195 shares
    Change vs previous 13F -167 shares

    6.62% of the 13F portfolio, value $13,971,474.

    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 282,362 shares
    Change vs previous 13F +16,971 shares

    6.99% of the 13F portfolio, value $13,784,913.

    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 265,391 shares
    Change vs previous 13F not available

    6.74% of the 13F portfolio, value $13,017,429.

    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).