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Disclosery

Ballentine Partners, LLC: AFRM position timeline

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

Ballentine Partners, LLC held 69,885 AFRM 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 69,885 shares
    Change vs previous 13F +645 shares

    0.07% of the 13F portfolio, value $5,699,122.

    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 69,240 shares
    Change vs previous 13F -525 shares

    0.04% of the 13F portfolio, value $3,172,577.

    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 69,765 shares
    Change vs previous 13F -1,711 shares

    0.07% of the 13F portfolio, value $5,192,609.

    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 71,476 shares
    Change vs previous 13F -4,546 shares

    0.07% of the 13F portfolio, value $5,223,466.

    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 76,022 shares
    Change vs previous 13F -246 shares

    0.08% of the 13F portfolio, value $5,256,161.

    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 76,268 shares
    Change vs previous 13F +72,186 shares

    0.06% of the 13F portfolio, value $3,446,551.

    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 4,082 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $248,594.

    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).