Skip to content
Disclosery

Ballentine Partners, LLC: VIG position timeline

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

Ballentine Partners, LLC held 184,845 VIG 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 184,845 shares
    Change vs previous 13F -354 shares

    0.53% of the 13F portfolio, value $43,737,925.

    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 185,199 shares
    Change vs previous 13F -7,193 shares

    0.55% of the 13F portfolio, value $39,829,022.

    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 192,392 shares
    Change vs previous 13F -540 shares

    0.59% of the 13F portfolio, value $42,283,831.

    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 192,932 shares
    Change vs previous 13F -9,059 shares

    0.58% of the 13F portfolio, value $41,632,715.

    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 201,991 shares
    Change vs previous 13F +4,755 shares

    0.62% of the 13F portfolio, value $41,341,421.

    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 197,236 shares
    Change vs previous 13F -875 shares

    0.66% of the 13F portfolio, value $38,261,739.

    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 198,111 shares
    Change vs previous 13F -61 shares

    0.66% of the 13F portfolio, value $38,796,003.

    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 198,172 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $39,249,872.

    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).