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Disclosery

Ballentine Partners, LLC: ASX position timeline

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

Ballentine Partners, LLC held 129,868 ASX 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 129,868 shares
    Change vs previous 13F +7,362 shares

    0.07% of the 13F portfolio, value $5,859,644.

    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 122,506 shares
    Change vs previous 13F +6,116 shares

    0.04% of the 13F portfolio, value $2,655,930.

    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 116,390 shares
    Change vs previous 13F -1,274 shares

    0.03% of the 13F portfolio, value $1,873,880.

    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 117,664 shares
    Change vs previous 13F +3,593 shares

    0.02% of the 13F portfolio, value $1,304,893.

    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 114,071 shares
    Change vs previous 13F +45,402 shares

    0.02% of the 13F portfolio, value $1,178,353.

    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 68,669 shares
    Change vs previous 13F -1,312 shares

    0.01% of the 13F portfolio, value $601,540.

    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 69,981 shares
    Change vs previous 13F +15,367 shares

    0.01% of the 13F portfolio, value $704,708.

    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 54,614 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $533,032.

    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).