Skip to content
Disclosery

Ballentine Partners, LLC: AU position timeline

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

Ballentine Partners, LLC held 11,545 AU 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 11,545 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $933,875.

    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 11,545 shares
    Change vs previous 13F -6 shares

    0.02% of the 13F portfolio, value $1,124,021.

    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 11,551 shares
    Change vs previous 13F -697 shares

    0.01% of the 13F portfolio, value $985,069.

    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 12,248 shares
    Change vs previous 13F -235 shares

    0.01% of the 13F portfolio, value $861,402.

    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 12,483 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $568,851.

    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 12,483 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $463,369.

    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 12,483 shares
    Change vs previous 13F -87 shares

    <0.01% of the 13F portfolio, value $288,108.

    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 12,570 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $334,739.

    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).