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Disclosery

Ballentine Partners, LLC: YORW position timeline

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

Ballentine Partners, LLC held 9,639 YORW 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 9,639 shares
    Change vs previous 13F -1,812 shares

    <0.01% of the 13F portfolio, value $295,435.

    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 11,451 shares
    Change vs previous 13F -6,720 shares

    <0.01% of the 13F portfolio, value $348,683.

    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 18,171 shares
    Change vs previous 13F +5,647 shares

    0.01% of the 13F portfolio, value $578,565.

    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 12,524 shares
    Change vs previous 13F +5,263 shares

    0.01% of the 13F portfolio, value $380,980.

    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 7,261 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $229,448.

    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).