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Disclosery

Ballentine Partners, LLC: WF position timeline

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

Ballentine Partners, LLC held 47,957 WF 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 47,957 shares
    Change vs previous 13F +9,629 shares

    0.03% of the 13F portfolio, value $2,752,732.

    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 38,328 shares
    Change vs previous 13F +208 shares

    0.04% of the 13F portfolio, value $2,552,645.

    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 38,120 shares
    Change vs previous 13F -282 shares

    0.03% of the 13F portfolio, value $2,241,074.

    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 38,402 shares
    Change vs previous 13F -2,592 shares

    0.03% of the 13F portfolio, value $2,156,272.

    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 40,994 shares
    Change vs previous 13F +7,795 shares

    0.03% of the 13F portfolio, value $2,038,631.

    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 33,199 shares
    Change vs previous 13F +4,091 shares

    0.02% of the 13F portfolio, value $1,108,183.

    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 29,108 shares
    Change vs previous 13F -689 shares

    0.02% of the 13F portfolio, value $909,625.

    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 29,797 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,064,646.

    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).