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Disclosery

Ballentine Partners, LLC: VO position timeline

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

Ballentine Partners, LLC held 277,140 VO 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 277,140 shares
    Change vs previous 13F +207,842 shares

    0.27% of the 13F portfolio, value $22,329,170.

    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 69,298 shares
    Change vs previous 13F +3,948 shares

    0.28% of the 13F portfolio, value $19,901,034.

    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 65,350 shares
    Change vs previous 13F -7 shares

    0.27% of the 13F portfolio, value $18,965,877.

    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 65,357 shares
    Change vs previous 13F -304 shares

    0.27% of the 13F portfolio, value $19,197,965.

    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 65,661 shares
    Change vs previous 13F +573 shares

    0.28% of the 13F portfolio, value $18,373,918.

    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 65,088 shares
    Change vs previous 13F +98 shares

    0.29% of the 13F portfolio, value $16,833,059.

    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 64,990 shares
    Change vs previous 13F +876 shares

    0.29% of the 13F portfolio, value $17,165,809.

    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 64,114 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $16,915,197.

    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).