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Disclosery

Ballentine Partners, LLC: ZWS position timeline

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

Ballentine Partners, LLC held 6,681 ZWS 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 6,681 shares
    Change vs previous 13F +406 shares

    <0.01% of the 13F portfolio, value $337,592.

    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 6,275 shares
    Change vs previous 13F -791 shares

    <0.01% of the 13F portfolio, value $281,371.

    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 7,066 shares
    Change vs previous 13F +870 shares

    <0.01% of the 13F portfolio, value $328,499.

    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 6,196 shares
    Change vs previous 13F +118 shares

    <0.01% of the 13F portfolio, value $291,398.

    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 6,078 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,272.

    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).