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Ballentine Partners, LLC: IJH position timeline

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

Ballentine Partners, LLC held 1,144,917 IJH 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 1,144,917 shares
    Change vs previous 13F -29,467 shares

    1.08% of the 13F portfolio, value $88,284,554.

    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 1,174,384 shares
    Change vs previous 13F +1,164 shares

    1.1% of the 13F portfolio, value $79,306,201.

    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 1,173,220 shares
    Change vs previous 13F +2,726 shares

    1.09% of the 13F portfolio, value $77,432,536.

    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 1,170,494 shares
    Change vs previous 13F +2,107 shares

    1.06% of the 13F portfolio, value $76,386,433.

    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 1,168,387 shares
    Change vs previous 13F +34,482 shares

    1.09% of the 13F portfolio, value $72,463,357.

    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 1,133,905 shares
    Change vs previous 13F -10,016 shares

    1.15% of the 13F portfolio, value $66,163,347.

    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 1,143,921 shares
    Change vs previous 13F +79,015 shares

    1.22% of the 13F portfolio, value $71,277,698.

    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 1,064,906 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $66,364,943.

    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).