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Disclosery

Ballentine Partners, LLC: SPYV position timeline

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

Ballentine Partners, LLC held 9,524 SPYV 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 9,524 shares
    Change vs previous 13F -22,213 shares

    0.01% of the 13F portfolio, value $578,964.

    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 31,737 shares
    Change vs previous 13F +26,074 shares

    0.02% of the 13F portfolio, value $1,795,679.

    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 5,663 shares
    Change vs previous 13F -163 shares

    <0.01% of the 13F portfolio, value $321,715.

    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 5,826 shares
    Change vs previous 13F -533 shares

    <0.01% of the 13F portfolio, value $322,353.

    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 6,359 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $332,830.

    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 6,354 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $324,499.

    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 6,354 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $324,944.

    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 6,354 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $335,872.

    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).