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Disclosery

Ballentine Partners, LLC: UNFI position timeline

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

Ballentine Partners, LLC held 16,630 UNFI 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 16,630 shares
    Change vs previous 13F +67 shares

    0.01% of the 13F portfolio, value $759,492.

    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 16,563 shares
    Change vs previous 13F +110 shares

    0.01% of the 13F portfolio, value $746,328.

    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 16,453 shares
    Change vs previous 13F -628 shares

    0.01% of the 13F portfolio, value $553,973.

    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 17,081 shares
    Change vs previous 13F +1,363 shares

    0.01% of the 13F portfolio, value $642,587.

    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 15,718 shares
    Change vs previous 13F -3,031 shares

    0.01% of the 13F portfolio, value $366,386.

    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 18,749 shares
    Change vs previous 13F +3,220 shares

    0.01% of the 13F portfolio, value $513,535.

    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 15,529 shares
    Change vs previous 13F +521 shares

    0.01% of the 13F portfolio, value $424,097.

    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 15,008 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,435.

    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).