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Ballentine Capital Advisors, Inc: BSV position timeline

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

Ballentine Capital Advisors, Inc held 5,246 BSV 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 5,246 shares
    Change vs previous 13F +32 shares

    0.15% of the 13F portfolio, value $400,787.

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

  2. period ended2026-06-30
    13F 5,214 shares
    Change vs previous 13F -476 shares

    0.15% of the 13F portfolio, value $406,215.

    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 5,690 shares
    Change vs previous 13F +49 shares

    0.18% of the 13F portfolio, value $446,145.

    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 5,641 shares
    Change vs previous 13F +174 shares

    0.19% of the 13F portfolio, value $444,559.

    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 5,467 shares
    Change vs previous 13F -478 shares

    0.19% of the 13F portfolio, value $431,428.

    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 5,945 shares
    Change vs previous 13F +193 shares

    0.22% of the 13F portfolio, value $467,898.

    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 5,752 shares
    Change vs previous 13F -181 shares

    0.23% of the 13F portfolio, value $450,235.

    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 5,933 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $458,412.

    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).