Skip to content
Disclosery

Ballentine Partners, LLC: WDS position timeline

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

Ballentine Partners, LLC held 18,051 WDS 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 18,051 shares
    Change vs previous 13F +1,486 shares

    <0.01% of the 13F portfolio, value $348,746.

    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 16,565 shares
    Change vs previous 13F -142 shares

    0.01% of the 13F portfolio, value $395,572.

    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 16,707 shares
    Change vs previous 13F +1,044 shares

    <0.01% of the 13F portfolio, value $260,463.

    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 15,663 shares
    Change vs previous 13F -578 shares

    <0.01% of the 13F portfolio, value $235,728.

    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 16,241 shares
    Change vs previous 13F +4,496 shares

    <0.01% of the 13F portfolio, value $250,598.

    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 11,745 shares
    Change vs previous 13F -7,028 shares

    <0.01% of the 13F portfolio, value $170,185.

    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 18,773 shares
    Change vs previous 13F -9,694 shares

    0.01% of the 13F portfolio, value $292,859.

    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 28,467 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $490,771.

    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).