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Disclosery

Ballentine Partners, LLC: NWG position timeline

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

Ballentine Partners, LLC held 47,919 NWG 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 47,919 shares
    Change vs previous 13F +3,522 shares

    0.01% of the 13F portfolio, value $844,812.

    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 44,397 shares
    Change vs previous 13F -767 shares

    0.01% of the 13F portfolio, value $661,516.

    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 45,164 shares
    Change vs previous 13F +2,566 shares

    0.01% of the 13F portfolio, value $790,371.

    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 42,598 shares
    Change vs previous 13F -1,684 shares

    0.01% of the 13F portfolio, value $602,762.

    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 44,282 shares
    Change vs previous 13F +138 shares

    0.01% of the 13F portfolio, value $626,591.

    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 44,144 shares
    Change vs previous 13F +389 shares

    0.01% of the 13F portfolio, value $526,196.

    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 43,755 shares
    Change vs previous 13F +6,343 shares

    0.01% of the 13F portfolio, value $444,989.

    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 37,412 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $350,177.

    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).