Ballentine Partners, LLC: WNC position timeline

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

Ballentine Partners, LLC held 0 WNC shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

period ended2026-06-30
13F 0 shares
Change vs previous 13F -18,279 shares
13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 18,279 shares
Change vs previous 13F -1,416 shares
<0.01% of the 13F portfolio, value $157,565.
13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 19,695 shares
Change vs previous 13F +19,695 shares
<0.01% of the 13F portfolio, value $170,362.
13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 0 shares
Change vs previous 13F -27,738 shares
13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 27,738 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $306,505.
13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).