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Disclosery

Ballentine Partners, LLC: VOO position timeline

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

Ballentine Partners, LLC held 115,207 VOO 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 115,207 shares
    Change vs previous 13F +969 shares

    0.97% of the 13F portfolio, value $79,125,568.

    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 114,238 shares
    Change vs previous 13F +11,444 shares

    0.95% of the 13F portfolio, value $68,263,133.

    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 102,794 shares
    Change vs previous 13F -4,766 shares

    0.91% of the 13F portfolio, value $64,465,221.

    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 107,560 shares
    Change vs previous 13F -656 shares

    0.91% of the 13F portfolio, value $65,867,330.

    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 108,216 shares
    Change vs previous 13F +6,698 shares

    0.93% of the 13F portfolio, value $61,469,722.

    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 101,518 shares
    Change vs previous 13F -1,253 shares

    0.9% of the 13F portfolio, value $52,171,333.

    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 102,771 shares
    Change vs previous 13F +1,245 shares

    0.95% of the 13F portfolio, value $55,374,288.

    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 101,526 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $53,572,457.

    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).