Position in IMKTA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$494,896
-$1,206 QoQ
Shares Held
5,587
+1.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#125
of 236 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IMKTA Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Ballentine Partners, LLC holds $2,093,701 across 4 Grocery Stores names. IMKTA ranks #2 (23.6% of the industry book) .
All Filings in IMKTA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,896 | 5,587 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $496,102 | 5,519 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $386,827 | 5,643 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $377,432 | 5,426 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $344,406 | 5,434 | Shares | Other | 2025-07-15 | |
| 2024-12-31 | $291,462 | 4,523 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $313,991 | 4,209 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $288,230 | 4,201 | Shares | Other | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||