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Disclosery

Ballentine Partners, LLC: IVV position timeline

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

Ballentine Partners, LLC held 370,566 IVV 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 370,566 shares
    Change vs previous 13F +1,670 shares

    3.39% of the 13F portfolio, value $277,512,921.

    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 368,896 shares
    Change vs previous 13F +3,051 shares

    3.35% of the 13F portfolio, value $240,966,991.

    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 365,845 shares
    Change vs previous 13F +579 shares

    3.52% of the 13F portfolio, value $250,581,837.

    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 365,266 shares
    Change vs previous 13F -2,881 shares

    3.39% of the 13F portfolio, value $244,472,735.

    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 368,147 shares
    Change vs previous 13F -3,632 shares

    3.44% of the 13F portfolio, value $228,582,659.

    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 371,779 shares
    Change vs previous 13F -385 shares

    3.62% of the 13F portfolio, value $208,902,562.

    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 372,164 shares
    Change vs previous 13F -3,330 shares

    3.75% of the 13F portfolio, value $219,085,442.

    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 375,494 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $216,592,389.

    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).