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Disclosery

Ballentine Partners, LLC: IWD position timeline

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

Ballentine Partners, LLC held 31,161 IWD 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 31,161 shares
    Change vs previous 13F -73 shares

    0.09% of the 13F portfolio, value $7,554,368.

    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 31,234 shares
    Change vs previous 13F +2,488 shares

    0.09% of the 13F portfolio, value $6,673,775.

    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 28,746 shares
    Change vs previous 13F -392 shares

    0.08% of the 13F portfolio, value $6,046,440.

    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 29,138 shares
    Change vs previous 13F -593 shares

    0.08% of the 13F portfolio, value $5,932,212.

    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 29,731 shares
    Change vs previous 13F -1,896 shares

    0.09% of the 13F portfolio, value $5,774,658.

    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 31,627 shares
    Change vs previous 13F +1,066 shares

    0.1% of the 13F portfolio, value $5,951,023.

    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 30,561 shares
    Change vs previous 13F -125 shares

    0.1% of the 13F portfolio, value $5,657,844.

    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 30,686 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,824,291.

    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).