Skip to content
Disclosery

Ballentine Capital Advisors, Inc: DFEM position timeline

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

Ballentine Capital Advisors, Inc held 519,491 DFEM 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 519,491 shares
    Change vs previous 13F +4,667 shares

    7.76% of the 13F portfolio, value $20,634,184.

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

  2. period ended2026-06-30
    13F 514,824 shares
    Change vs previous 13F -29,002 shares

    7.88% of the 13F portfolio, value $20,922,443.

    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 543,826 shares
    Change vs previous 13F +1,155 shares

    7.78% of the 13F portfolio, value $18,789,202.

    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 542,671 shares
    Change vs previous 13F +9,822 shares

    7.56% of the 13F portfolio, value $17,951,550.

    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 532,849 shares
    Change vs previous 13F +5,778 shares

    7.56% of the 13F portfolio, value $17,088,470.

    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 527,071 shares
    Change vs previous 13F -20 shares

    7.42% of the 13F portfolio, value $15,643,454.

    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 527,091 shares
    Change vs previous 13F +12,958 shares

    7.08% of the 13F portfolio, value $13,946,828.

    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 514,133 shares
    Change vs previous 13F not available

    6.97% of the 13F portfolio, value $13,465,143.

    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).