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Disclosery

Ballentine Partners, LLC: AGG position timeline

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

Ballentine Partners, LLC held 2,482 AGG 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 2,482 shares
    Change vs previous 13F -90 shares

    <0.01% of the 13F portfolio, value $245,630.

    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 2,572 shares
    Change vs previous 13F -12,690 shares

    <0.01% of the 13F portfolio, value $255,330.

    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 15,262 shares
    Change vs previous 13F -419 shares

    0.02% of the 13F portfolio, value $1,524,343.

    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 15,681 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,572,026.

    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 15,681 shares
    Change vs previous 13F +174 shares

    0.02% of the 13F portfolio, value $1,555,510.

    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 15,507 shares
    Change vs previous 13F +367 shares

    0.03% of the 13F portfolio, value $1,533,956.

    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 15,140 shares
    Change vs previous 13F -41,002 shares

    0.03% of the 13F portfolio, value $1,467,039.

    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 56,142 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,685,509.

    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).