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Disclosery

Ballentine Partners, LLC: AMAL position timeline

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

Ballentine Partners, LLC held 25,830 AMAL 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 25,830 shares
    Change vs previous 13F +449 shares

    0.01% of the 13F portfolio, value $1,185,597.

    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 25,381 shares
    Change vs previous 13F +1,167 shares

    0.01% of the 13F portfolio, value $986,559.

    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 24,214 shares
    Change vs previous 13F +3,058 shares

    0.01% of the 13F portfolio, value $775,574.

    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 21,156 shares
    Change vs previous 13F -79 shares

    0.01% of the 13F portfolio, value $574,385.

    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 21,235 shares
    Change vs previous 13F +7,502 shares

    0.01% of the 13F portfolio, value $662,532.

    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 13,733 shares
    Change vs previous 13F -2,979 shares

    0.01% of the 13F portfolio, value $394,824.

    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 16,712 shares
    Change vs previous 13F +2,283 shares

    0.01% of the 13F portfolio, value $559,351.

    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 14,429 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $452,638.

    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).