Skip to content
Disclosery

Ballentine Partners, LLC: IXUS position timeline

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

Ballentine Partners, LLC held 4,252 IXUS 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 4,252 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $405,843.

    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 4,252 shares
    Change vs previous 13F -1,049 shares

    0.01% of the 13F portfolio, value $368,422.

    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 5,301 shares
    Change vs previous 13F +1,049 shares

    0.01% of the 13F portfolio, value $448,705.

    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 4,252 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $351,158.

    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 4,252 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $328,748.

    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 4,218 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $294,431.

    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).