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Disclosery

Ballentine Partners, LLC: VTRS position timeline

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

Ballentine Partners, LLC held 16,725 VTRS 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 16,725 shares
    Change vs previous 13F +2,795 shares

    <0.01% of the 13F portfolio, value $265,593.

    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 13,930 shares
    Change vs previous 13F +2,254 shares

    <0.01% of the 13F portfolio, value $188,194.

    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 11,676 shares
    Change vs previous 13F +723 shares

    <0.01% of the 13F portfolio, value $145,366.

    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 10,953 shares
    Change vs previous 13F -6,435 shares

    <0.01% of the 13F portfolio, value $108,435.

    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 17,388 shares
    Change vs previous 13F +685 shares

    <0.01% of the 13F portfolio, value $155,276.

    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 16,703 shares
    Change vs previous 13F -3,879 shares

    <0.01% of the 13F portfolio, value $145,483.

    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 20,582 shares
    Change vs previous 13F +2,071 shares

    <0.01% of the 13F portfolio, value $256,243.

    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 18,511 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $214,912.

    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).