Ballentine Partners, LLC
Holdings in SERA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $146,508 | 49,664 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $151,971 | 49,664 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $137,569 | 49,664 | Shares | Sole | 2025-07-15 |
| 2025-03-31 | $182,763 | 49,664 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $404,264 | 49,664 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $387,379 | 49,664 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $294,010 | 49,664 | Shares | Sole | 2024-08-06 |