Loading…
CIK 0002011580 • 7 13F filings • Apr 28, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("ballentine-capital-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002011580-25-000009 |
| $226.2M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002011580-26-000003 | $265.4M | View |
| Sep 3, 2025 | Q2 2025 | 13F-HR | 0002011580-25-000008 | $220.9M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0002011580-26-000002 | $241.6M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0002011580-25-000003 | $198.8M | View |