Skip to content
Disclosery

Ballentine Partners, LLC: IWR position timeline

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

Ballentine Partners, LLC held 41,254 IWR 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 41,254 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $4,551,141.

    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 41,254 shares
    Change vs previous 13F -1,647 shares

    0.06% of the 13F portfolio, value $4,011,126.

    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 42,901 shares
    Change vs previous 13F -272 shares

    0.06% of the 13F portfolio, value $4,130,079.

    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 43,173 shares
    Change vs previous 13F +1,071 shares

    0.06% of the 13F portfolio, value $4,168,353.

    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 42,102 shares
    Change vs previous 13F -3,435 shares

    0.06% of the 13F portfolio, value $3,872,121.

    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 45,537 shares
    Change vs previous 13F -7,110 shares

    0.07% of the 13F portfolio, value $3,873,829.

    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 52,647 shares
    Change vs previous 13F -3,831 shares

    0.08% of the 13F portfolio, value $4,653,991.

    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 56,478 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,977,967.

    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).