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Disclosery

Ballentine Partners, LLC: VYM position timeline

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

Ballentine Partners, LLC held 11,301 VYM 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 11,301 shares
    Change vs previous 13F -48 shares

    0.02% of the 13F portfolio, value $1,785,897.

    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 11,349 shares
    Change vs previous 13F -108 shares

    0.02% of the 13F portfolio, value $1,680,787.

    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 11,457 shares
    Change vs previous 13F -36 shares

    0.02% of the 13F portfolio, value $1,644,309.

    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 11,493 shares
    Change vs previous 13F -371 shares

    0.02% of the 13F portfolio, value $1,619,938.

    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 11,864 shares
    Change vs previous 13F -27 shares

    0.02% of the 13F portfolio, value $1,581,590.

    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 11,891 shares
    Change vs previous 13F -1,318 shares

    0.03% of the 13F portfolio, value $1,533,463.

    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 13,209 shares
    Change vs previous 13F +1,740 shares

    0.03% of the 13F portfolio, value $1,685,336.

    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 11,469 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,470,326.

    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).