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Disclosery

Ballentine Partners, LLC: AMT position timeline

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

Ballentine Partners, LLC held 8,411 AMT 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 8,411 shares
    Change vs previous 13F +2,755 shares

    0.02% of the 13F portfolio, value $1,375,813.

    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 5,656 shares
    Change vs previous 13F -220 shares

    0.01% of the 13F portfolio, value $976,139.

    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 5,876 shares
    Change vs previous 13F -890 shares

    0.01% of the 13F portfolio, value $1,031,675.

    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 6,766 shares
    Change vs previous 13F -3,277 shares

    0.02% of the 13F portfolio, value $1,301,267.

    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 10,043 shares
    Change vs previous 13F +262 shares

    0.03% of the 13F portfolio, value $2,219,737.

    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 9,781 shares
    Change vs previous 13F +190 shares

    0.04% of the 13F portfolio, value $2,128,378.

    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 9,591 shares
    Change vs previous 13F -435 shares

    0.03% of the 13F portfolio, value $1,759,086.

    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 10,026 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,331,647.

    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).