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Disclosery

Ballentine Partners, LLC: WFC position timeline

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

Ballentine Partners, LLC held 52,966 WFC 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 52,966 shares
    Change vs previous 13F -1,795 shares

    0.05% of the 13F portfolio, value $4,377,110.

    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 54,761 shares
    Change vs previous 13F +10,184 shares

    0.06% of the 13F portfolio, value $4,359,524.

    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 44,577 shares
    Change vs previous 13F +854 shares

    0.06% of the 13F portfolio, value $4,154,577.

    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 43,723 shares
    Change vs previous 13F +878 shares

    0.05% of the 13F portfolio, value $3,664,862.

    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 42,845 shares
    Change vs previous 13F -835 shares

    0.05% of the 13F portfolio, value $3,432,741.

    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 43,680 shares
    Change vs previous 13F +2,391 shares

    0.05% of the 13F portfolio, value $3,135,787.

    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 41,289 shares
    Change vs previous 13F +1,622 shares

    0.05% of the 13F portfolio, value $2,900,139.

    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 39,667 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,240,789.

    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).