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Disclosery

Ballentine Partners, LLC: CWEN position timeline

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

Ballentine Partners, LLC held 17,285 CWEN 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 17,285 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $590,802.

    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 17,264 shares
    Change vs previous 13F +168 shares

    0.01% of the 13F portfolio, value $678,303.

    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 17,096 shares
    Change vs previous 13F +333 shares

    0.01% of the 13F portfolio, value $568,613.

    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 16,763 shares
    Change vs previous 13F +371 shares

    0.01% of the 13F portfolio, value $473,556.

    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 16,392 shares
    Change vs previous 13F -443 shares

    0.01% of the 13F portfolio, value $524,544.

    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 16,835 shares
    Change vs previous 13F +919 shares

    0.01% of the 13F portfolio, value $509,595.

    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 15,916 shares
    Change vs previous 13F +787 shares

    0.01% of the 13F portfolio, value $413,816.

    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 15,129 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $464,158.

    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).