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Disclosery

Ballentine Partners, LLC: VXF position timeline

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

Ballentine Partners, LLC held 60,101 VXF 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 60,101 shares
    Change vs previous 13F -330 shares

    0.18% of the 13F portfolio, value $14,797,529.

    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 60,431 shares
    Change vs previous 13F -313 shares

    0.17% of the 13F portfolio, value $12,436,752.

    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 60,744 shares
    Change vs previous 13F -470 shares

    0.18% of the 13F portfolio, value $12,702,838.

    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 61,214 shares
    Change vs previous 13F -146 shares

    0.18% of the 13F portfolio, value $12,814,592.

    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 61,360 shares
    Change vs previous 13F -13,141 shares

    0.18% of the 13F portfolio, value $11,824,734.

    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 74,501 shares
    Change vs previous 13F +1,686 shares

    0.22% of the 13F portfolio, value $12,833,586.

    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 72,815 shares
    Change vs previous 13F -1,360 shares

    0.24% of the 13F portfolio, value $13,833,345.

    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 74,175 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $13,499,154.

    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).