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Disclosery

Ballentine Partners, LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Partners, LLC on BIV, newest first. How the timeline and the estimate are built.

Ballentine Partners, LLC held 52,586 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,586 shares
    Change vs previous 13F +6,901 shares

    0.05% of the 13F portfolio, value $4,033,346.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    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 45,685 shares
    Change vs previous 13F +19,201 shares

    0.05% of the 13F portfolio, value $3,525,968.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    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 26,484 shares
    Change vs previous 13F +89 shares

    0.03% of the 13F portfolio, value $2,062,574.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    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 26,395 shares
    Change vs previous 13F -198 shares

    0.03% of the 13F portfolio, value $2,061,186.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    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 26,593 shares
    Change vs previous 13F -1,199 shares

    0.03% of the 13F portfolio, value $2,056,703.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    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 27,792 shares
    Change vs previous 13F -1,729 shares

    0.04% of the 13F portfolio, value $2,128,033.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    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 29,521 shares
    Change vs previous 13F +834 shares

    0.04% of the 13F portfolio, value $2,206,104.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    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 28,687 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,248,200.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).