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Disclosery

Ballentine Partners, LLC: AFL position timeline

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

Ballentine Partners, LLC held 25,678 AFL 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 25,678 shares
    Change vs previous 13F -479 shares

    0.04% of the 13F portfolio, value $3,010,746.

    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 26,157 shares
    Change vs previous 13F +626 shares

    0.04% of the 13F portfolio, value $2,869,685.

    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 25,531 shares
    Change vs previous 13F +983 shares

    0.04% of the 13F portfolio, value $2,815,302.

    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 24,548 shares
    Change vs previous 13F +493 shares

    0.04% of the 13F portfolio, value $2,742,012.

    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 24,055 shares
    Change vs previous 13F -445 shares

    0.04% of the 13F portfolio, value $2,536,840.

    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 24,500 shares
    Change vs previous 13F +1,091 shares

    0.05% of the 13F portfolio, value $2,724,155.

    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 23,409 shares
    Change vs previous 13F +127 shares

    0.04% of the 13F portfolio, value $2,421,426.

    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 23,282 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,602,928.

    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).