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Ballentine Capital Advisors, Inc: IJR position timeline

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

Ballentine Capital Advisors, Inc held 4,249 IJR 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 4,249 shares
    Change vs previous 13F +341 shares

    0.22% of the 13F portfolio, value $578,034.

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

  2. period ended2026-06-30
    13F 3,908 shares
    Change vs previous 13F -198 shares

    0.22% of the 13F portfolio, value $579,595.

    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 4,106 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $510,417.

    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 4,106 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $493,459.

    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 4,106 shares
    Change vs previous 13F -216 shares

    0.22% of the 13F portfolio, value $487,916.

    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 4,322 shares
    Change vs previous 13F -670 shares

    0.22% of the 13F portfolio, value $472,351.

    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 4,992 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $522,002.

    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 4,992 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $575,166.

    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).