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Ballentine Partners, LLC: VPL position timeline

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

Ballentine Partners, LLC held 297,985 VPL 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 297,985 shares
    Change vs previous 13F -1,372 shares

    0.42% of the 13F portfolio, value $34,473,916.

    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 299,357 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $29,256,186.

    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 299,357 shares
    Change vs previous 13F -24,909 shares

    0.38% of the 13F portfolio, value $27,061,897.

    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 324,266 shares
    Change vs previous 13F -7,616 shares

    0.4% of the 13F portfolio, value $28,483,549.

    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 331,882 shares
    Change vs previous 13F -3,864 shares

    0.41% of the 13F portfolio, value $27,274,085.

    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 335,746 shares
    Change vs previous 13F -10,745 shares

    0.42% of the 13F portfolio, value $24,328,175.

    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 346,491 shares
    Change vs previous 13F -79 shares

    0.42% of the 13F portfolio, value $24,614,740.

    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 346,570 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $27,167,643.

    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).