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Disclosery

Ballentine Partners, LLC: RWX position timeline

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

Ballentine Partners, LLC held 51,455 RWX 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 51,455 shares
    Change vs previous 13F -9,105 shares

    0.02% of the 13F portfolio, value $1,389,800.

    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 60,560 shares
    Change vs previous 13F -150 shares

    0.02% of the 13F portfolio, value $1,612,107.

    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 60,710 shares
    Change vs previous 13F -29,624 shares

    0.02% of the 13F portfolio, value $1,699,880.

    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 90,334 shares
    Change vs previous 13F -325 shares

    0.03% of the 13F portfolio, value $2,512,189.

    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 90,659 shares
    Change vs previous 13F +44,312 shares

    0.04% of the 13F portfolio, value $2,484,057.

    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 46,347 shares
    Change vs previous 13F +11,839 shares

    0.02% of the 13F portfolio, value $1,134,575.

    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 34,508 shares
    Change vs previous 13F -10,076 shares

    0.01% of the 13F portfolio, value $795,064.

    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 44,584 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,229,181.

    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).