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Disclosery

Ballentine Partners, LLC: ITOT position timeline

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

Ballentine Partners, LLC held 3,149,753 ITOT 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 3,149,753 shares
    Change vs previous 13F -35,458 shares

    6.32% of the 13F portfolio, value $517,410,001.

    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 3,185,211 shares
    Change vs previous 13F -48,560 shares

    6.32% of the 13F portfolio, value $453,669,669.

    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 3,233,771 shares
    Change vs previous 13F -213,386 shares

    6.75% of the 13F portfolio, value $480,829,479.

    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 3,447,157 shares
    Change vs previous 13F -32,047 shares

    6.97% of the 13F portfolio, value $502,078,484.

    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 3,479,204 shares
    Change vs previous 13F -114,168 shares

    7.08% of the 13F portfolio, value $469,831,730.

    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 3,593,372 shares
    Change vs previous 13F +76,215 shares

    7.6% of the 13F portfolio, value $438,427,377.

    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 3,517,157 shares
    Change vs previous 13F +7,461 shares

    7.75% of the 13F portfolio, value $452,376,762.

    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 3,509,696 shares
    Change vs previous 13F not available

    7.54% of the 13F portfolio, value $440,888,052.

    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).