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Disclosery

Ballentine Partners, LLC: IWV position timeline

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

Ballentine Partners, LLC held 138,773 IWV 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 138,773 shares
    Change vs previous 13F -204 shares

    0.72% of the 13F portfolio, value $59,172,807.

    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 138,977 shares
    Change vs previous 13F +7,282 shares

    0.72% of the 13F portfolio, value $51,515,994.

    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 131,695 shares
    Change vs previous 13F -34,911 shares

    0.72% of the 13F portfolio, value $50,946,211.

    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 166,606 shares
    Change vs previous 13F -280 shares

    0.88% of the 13F portfolio, value $63,133,832.

    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 166,886 shares
    Change vs previous 13F +1,255 shares

    0.88% of the 13F portfolio, value $58,577,129.

    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 165,631 shares
    Change vs previous 13F -2,809 shares

    0.91% of the 13F portfolio, value $52,611,160.

    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 168,440 shares
    Change vs previous 13F +59 shares

    0.96% of the 13F portfolio, value $56,301,206.

    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 168,381 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $55,015,257.

    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).