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Disclosery

Ballentine Partners, LLC: IWM position timeline

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

Ballentine Partners, LLC held 28,750 IWM 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 28,750 shares
    Change vs previous 13F -432 shares

    0.11% of the 13F portfolio, value $8,638,026.

    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 29,182 shares
    Change vs previous 13F +107 shares

    0.1% of the 13F portfolio, value $7,237,209.

    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 29,075 shares
    Change vs previous 13F -2,270 shares

    0.1% of the 13F portfolio, value $7,157,102.

    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 31,345 shares
    Change vs previous 13F -1,266 shares

    0.11% of the 13F portfolio, value $7,584,236.

    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 32,611 shares
    Change vs previous 13F -1,189 shares

    0.11% of the 13F portfolio, value $7,037,128.

    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 33,800 shares
    Change vs previous 13F +324 shares

    0.12% of the 13F portfolio, value $6,742,674.

    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 33,476 shares
    Change vs previous 13F -33 shares

    0.13% of the 13F portfolio, value $7,396,760.

    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 33,509 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,401,706.

    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).