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Ballentine Capital Advisors, Inc: VUSB position timeline

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

Ballentine Capital Advisors, Inc held 9,606 VUSB 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 9,606 shares
    Change vs previous 13F -929 shares

    0.18% of the 13F portfolio, value $475,977.

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

  2. period ended2026-06-30
    13F 10,535 shares
    Change vs previous 13F -936 shares

    0.2% of the 13F portfolio, value $524,432.

    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 11,471 shares
    Change vs previous 13F +4,538 shares

    0.24% of the 13F portfolio, value $571,084.

    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 6,933 shares
    Change vs previous 13F -5,802 shares

    0.15% of the 13F portfolio, value $345,541.

    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 12,735 shares
    Change vs previous 13F +1,963 shares

    0.28% of the 13F portfolio, value $636,686.

    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 10,772 shares
    Change vs previous 13F -2,792 shares

    0.25% of the 13F portfolio, value $537,146.

    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 13,564 shares
    Change vs previous 13F -4,159 shares

    0.34% of the 13F portfolio, value $676,233.

    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 17,723 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $879,415.

    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).