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Ballentine Partners, LLC: VV position timeline

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

Ballentine Partners, LLC held 378,686 VV 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 378,686 shares
    Change vs previous 13F -1,926 shares

    1.59% of the 13F portfolio, value $130,233,941.

    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 380,612 shares
    Change vs previous 13F -9,030 shares

    1.58% of the 13F portfolio, value $113,745,930.

    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 389,642 shares
    Change vs previous 13F -294 shares

    1.72% of the 13F portfolio, value $122,659,302.

    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 389,936 shares
    Change vs previous 13F -557 shares

    1.67% of the 13F portfolio, value $120,045,697.

    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 390,493 shares
    Change vs previous 13F +188 shares

    1.68% of the 13F portfolio, value $111,407,653.

    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 390,305 shares
    Change vs previous 13F -1,075 shares

    1.74% of the 13F portfolio, value $100,320,094.

    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 391,380 shares
    Change vs previous 13F +2,854 shares

    1.81% of the 13F portfolio, value $105,555,186.

    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 388,526 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $102,295,011.

    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).