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Ballentine Partners, LLC: VSS position timeline

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

Ballentine Partners, LLC held 9,212 VSS 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 9,212 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,421,319.

    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 9,212 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,343,017.

    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 9,212 shares
    Change vs previous 13F -3,035 shares

    0.02% of the 13F portfolio, value $1,320,356.

    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 12,247 shares
    Change vs previous 13F -550 shares

    0.02% of the 13F portfolio, value $1,745,810.

    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 12,797 shares
    Change vs previous 13F -764 shares

    0.03% of the 13F portfolio, value $1,719,789.

    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 13,561 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,567,652.

    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 13,561 shares
    Change vs previous 13F -1,445 shares

    0.03% of the 13F portfolio, value $1,552,463.

    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 15,006 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,890,156.

    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).