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Ballentine Capital Advisors, Inc: DFIS position timeline

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

Ballentine Capital Advisors, Inc held 488,941 DFIS 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 488,941 shares
    Change vs previous 13F +5,797 shares

    6.66% of the 13F portfolio, value $17,714,327.

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

  2. period ended2026-06-30
    13F 483,144 shares
    Change vs previous 13F -9,893 shares

    6.38% of the 13F portfolio, value $16,924,524.

    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 493,037 shares
    Change vs previous 13F -2,161 shares

    6.87% of the 13F portfolio, value $16,600,550.

    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 495,198 shares
    Change vs previous 13F +6,383 shares

    6.87% of the 13F portfolio, value $16,311,836.

    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 488,815 shares
    Change vs previous 13F +1,471 shares

    6.84% of the 13F portfolio, value $15,461,203.

    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 487,344 shares
    Change vs previous 13F -6,270 shares

    6.89% of the 13F portfolio, value $14,542,348.

    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 493,614 shares
    Change vs previous 13F +11,201 shares

    6.47% of the 13F portfolio, value $12,754,986.

    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 482,413 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $11,845,654.

    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).