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Disclosery

Ballentine Partners, LLC: IWF position timeline

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

Ballentine Partners, LLC held 225,231 IWF 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 225,231 shares
    Change vs previous 13F +168,890 shares

    0.34% of the 13F portfolio, value $27,966,910.

    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 56,341 shares
    Change vs previous 13F +5,427 shares

    0.33% of the 13F portfolio, value $24,024,102.

    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 50,914 shares
    Change vs previous 13F -4,805 shares

    0.34% of the 13F portfolio, value $24,097,441.

    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 55,719 shares
    Change vs previous 13F -1,092 shares

    0.36% of the 13F portfolio, value $26,099,184.

    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 56,811 shares
    Change vs previous 13F -144 shares

    0.36% of the 13F portfolio, value $24,120,675.

    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 56,955 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $20,565,915.

    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 56,955 shares
    Change vs previous 13F -190 shares

    0.39% of the 13F portfolio, value $22,872,027.

    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 57,145 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $21,451,125.

    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).