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Disclosery

Ballentine Partners, LLC: AR position timeline

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

Ballentine Partners, LLC held 6,179 AR 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 6,179 shares
    Change vs previous 13F +487 shares

    <0.01% of the 13F portfolio, value $217,130.

    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 5,692 shares
    Change vs previous 13F -151 shares

    <0.01% of the 13F portfolio, value $241,568.

    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 5,843 shares
    Change vs previous 13F -386 shares

    <0.01% of the 13F portfolio, value $201,350.

    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 6,229 shares
    Change vs previous 13F -128 shares

    <0.01% of the 13F portfolio, value $209,045.

    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 6,357 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $256,060.

    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 6,282 shares
    Change vs previous 13F +419 shares

    <0.01% of the 13F portfolio, value $254,044.

    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 5,863 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,498.

    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).