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Disclosery

Ballentine Partners, LLC: IWB position timeline

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

Ballentine Partners, LLC held 205,671 IWB 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 205,671 shares
    Change vs previous 13F -735 shares

    1.03% of the 13F portfolio, value $84,222,342.

    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 206,406 shares
    Change vs previous 13F -3,407 shares

    1.02% of the 13F portfolio, value $73,596,182.

    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 209,813 shares
    Change vs previous 13F -2,813 shares

    1.1% of the 13F portfolio, value $78,352,628.

    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 212,626 shares
    Change vs previous 13F -2,690 shares

    1.08% of the 13F portfolio, value $77,710,611.

    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 215,316 shares
    Change vs previous 13F -8,139 shares

    1.1% of the 13F portfolio, value $73,114,910.

    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 223,455 shares
    Change vs previous 13F -1,641 shares

    1.19% of the 13F portfolio, value $68,542,637.

    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 225,096 shares
    Change vs previous 13F -2,964 shares

    1.24% of the 13F portfolio, value $72,516,981.

    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 228,060 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $71,699,835.

    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).