Skip to content
Disclosery

Ballentine Partners, LLC: VB position timeline

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

Ballentine Partners, LLC held 51,611 VB 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 51,611 shares
    Change vs previous 13F -1,091 shares

    0.19% of the 13F portfolio, value $15,644,200.

    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 52,702 shares
    Change vs previous 13F +5,601 shares

    0.19% of the 13F portfolio, value $13,803,904.

    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 47,101 shares
    Change vs previous 13F +565 shares

    0.17% of the 13F portfolio, value $12,149,629.

    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 46,536 shares
    Change vs previous 13F -232 shares

    0.16% of the 13F portfolio, value $11,833,102.

    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 46,768 shares
    Change vs previous 13F -8,198 shares

    0.17% of the 13F portfolio, value $11,083,081.

    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 54,966 shares
    Change vs previous 13F +17,956 shares

    0.21% of the 13F portfolio, value $12,188,711.

    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 37,010 shares
    Change vs previous 13F -109 shares

    0.15% of the 13F portfolio, value $8,892,763.

    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 37,119 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $8,804,998.

    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).