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Ballentine Capital Advisors, Inc: DFAS position timeline

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

Ballentine Capital Advisors, Inc held 132,295 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,295 shares
    Change vs previous 13F +2,144 shares

    4.1% of the 13F portfolio, value $10,893,142.

    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).

  2. period ended2026-03-31
    13F 130,151 shares
    Change vs previous 13F +3,181 shares

    3.83% of the 13F portfolio, value $9,257,662.

    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).

  3. period ended2025-12-31
    13F 126,970 shares
    Change vs previous 13F +5,467 shares

    3.73% of the 13F portfolio, value $8,846,001.

    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).

  4. period ended2025-09-30
    13F 121,503 shares
    Change vs previous 13F +3,874 shares

    3.68% of the 13F portfolio, value $8,318,073.

    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).

  5. period ended2025-06-30
    13F 117,629 shares
    Change vs previous 13F +2,461 shares

    3.55% of the 13F portfolio, value $7,494,164.

    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).

  6. period ended2025-03-31
    13F 115,168 shares
    Change vs previous 13F +2,522 shares

    3.49% of the 13F portfolio, value $6,881,288.

    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).

  7. period ended2024-12-31
    13F 112,646 shares
    Change vs previous 13F -251 shares

    3.8% of the 13F portfolio, value $7,331,002.

    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).

  8. period ended2024-09-30
    13F 112,897 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $7,322,499.

    13F-HR 0002010507-24-000007 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).