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Disclosery

Ballentine Partners, LLC: APD position timeline

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

Ballentine Partners, LLC held 5,304 APD 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 5,304 shares
    Change vs previous 13F -95 shares

    0.02% of the 13F portfolio, value $1,554,969.

    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 5,399 shares
    Change vs previous 13F +248 shares

    0.02% of the 13F portfolio, value $1,568,355.

    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 5,151 shares
    Change vs previous 13F -1,008 shares

    0.02% of the 13F portfolio, value $1,272,400.

    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 6,159 shares
    Change vs previous 13F -17 shares

    0.02% of the 13F portfolio, value $1,679,682.

    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 6,176 shares
    Change vs previous 13F -77 shares

    0.03% of the 13F portfolio, value $1,742,003.

    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 6,253 shares
    Change vs previous 13F +330 shares

    0.03% of the 13F portfolio, value $1,844,135.

    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 5,923 shares
    Change vs previous 13F +191 shares

    0.03% of the 13F portfolio, value $1,717,907.

    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 5,732 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,706,645.

    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).