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Disclosery

Ballentine Partners, LLC: VRSK position timeline

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

Ballentine Partners, LLC held 5,006 VRSK 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 5,006 shares
    Change vs previous 13F -1,885 shares

    0.01% of the 13F portfolio, value $898,727.

    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 6,891 shares
    Change vs previous 13F +1,725 shares

    0.02% of the 13F portfolio, value $1,307,567.

    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 5,166 shares
    Change vs previous 13F -2,194 shares

    0.02% of the 13F portfolio, value $1,155,583.

    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 7,360 shares
    Change vs previous 13F -946 shares

    0.03% of the 13F portfolio, value $1,851,114.

    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 8,306 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $2,587,320.

    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 8,296 shares
    Change vs previous 13F +228 shares

    0.04% of the 13F portfolio, value $2,469,055.

    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 8,068 shares
    Change vs previous 13F +96 shares

    0.04% of the 13F portfolio, value $2,222,170.

    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 7,972 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,136,177.

    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).