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Disclosery

Ballentine Partners, LLC: IJR position timeline

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

Ballentine Partners, LLC held 341,428 IJR 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 341,428 shares
    Change vs previous 13F -5,033 shares

    0.62% of the 13F portfolio, value $50,637,240.

    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 346,461 shares
    Change vs previous 13F -8,456 shares

    0.6% of the 13F portfolio, value $43,068,672.

    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 354,917 shares
    Change vs previous 13F +272 shares

    0.6% of the 13F portfolio, value $42,653,966.

    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 354,645 shares
    Change vs previous 13F +1,661 shares

    0.59% of the 13F portfolio, value $42,142,506.

    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 352,984 shares
    Change vs previous 13F +2,537 shares

    0.58% of the 13F portfolio, value $38,577,659.

    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 350,447 shares
    Change vs previous 13F -2,242 shares

    0.64% of the 13F portfolio, value $36,646,234.

    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 352,689 shares
    Change vs previous 13F +20,685 shares

    0.7% of the 13F portfolio, value $40,636,817.

    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 332,004 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $38,831,243.

    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).