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Disclosery

Ballentine Partners, LLC: IVW position timeline

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

Ballentine Partners, LLC held 25,109 IVW 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 25,109 shares
    Change vs previous 13F +512 shares

    0.04% of the 13F portfolio, value $3,453,240.

    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 24,597 shares
    Change vs previous 13F -42 shares

    0.04% of the 13F portfolio, value $2,782,166.

    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 24,639 shares
    Change vs previous 13F +1,084 shares

    0.04% of the 13F portfolio, value $3,037,003.

    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 23,555 shares
    Change vs previous 13F +1,000 shares

    0.04% of the 13F portfolio, value $2,843,560.

    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 22,555 shares
    Change vs previous 13F -787 shares

    0.04% of the 13F portfolio, value $2,483,306.

    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 23,342 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,166,838.

    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 23,342 shares
    Change vs previous 13F +118 shares

    0.04% of the 13F portfolio, value $2,369,913.

    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 23,224 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,223,698.

    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).