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Ballentine Partners, LLC: IEFA position timeline

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

Ballentine Partners, LLC held 6,772,847 IEFA 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 6,772,847 shares
    Change vs previous 13F +109,792 shares

    7.99% of the 13F portfolio, value $654,121,594.

    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 6,663,055 shares
    Change vs previous 13F +267,559 shares

    8.4% of the 13F portfolio, value $603,206,403.

    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 6,395,496 shares
    Change vs previous 13F -108,946 shares

    8.04% of the 13F portfolio, value $572,141,070.

    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 6,504,442 shares
    Change vs previous 13F +138,167 shares

    7.89% of the 13F portfolio, value $567,902,855.

    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 6,366,275 shares
    Change vs previous 13F +319,492 shares

    8.01% of the 13F portfolio, value $531,456,618.

    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 6,046,783 shares
    Change vs previous 13F +79,896 shares

    7.93% of the 13F portfolio, value $457,439,128.

    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 5,966,887 shares
    Change vs previous 13F +7,979 shares

    7.19% of the 13F portfolio, value $419,352,783.

    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 5,958,908 shares
    Change vs previous 13F not available

    7.96% of the 13F portfolio, value $465,092,769.

    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).