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Disclosery

Ballentine Partners, LLC: AAPL position timeline

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

Ballentine Partners, LLC held 394,948 AAPL 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 394,948 shares
    Change vs previous 13F +3,766 shares

    1.4% of the 13F portfolio, value $114,282,354.

    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 391,182 shares
    Change vs previous 13F +13,637 shares

    1.38% of the 13F portfolio, value $99,278,255.

    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 377,545 shares
    Change vs previous 13F +5,178 shares

    1.44% of the 13F portfolio, value $102,639,498.

    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 372,367 shares
    Change vs previous 13F +4,560 shares

    1.32% of the 13F portfolio, value $94,815,889.

    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 367,807 shares
    Change vs previous 13F -1,459 shares

    1.14% of the 13F portfolio, value $75,463,027.

    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).

  6. period ended2025-03-31
    13F 369,266 shares
    Change vs previous 13F +16,228 shares

    1.42% of the 13F portfolio, value $82,025,065.

    13F-HR 0001172661-25-001551 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).

  7. period ended2024-12-31
    13F 353,038 shares
    Change vs previous 13F +7,169 shares

    1.51% of the 13F portfolio, value $88,407,808.

    13F-HR 0001172661-25-000227 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).

  8. period ended2024-09-30
    13F 345,869 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $80,587,477.

    13F-HR 0001172661-24-004333 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).