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Disclosery

Ballentine Partners, LLC: AVB position timeline

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

Ballentine Partners, LLC held 1,721 AVB 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 1,721 shares
    Change vs previous 13F +468 shares

    <0.01% of the 13F portfolio, value $324,698.

    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 1,253 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $204,677.

    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 1,270 shares
    Change vs previous 13F -520 shares

    <0.01% of the 13F portfolio, value $230,265.

    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 1,790 shares
    Change vs previous 13F -185 shares

    <0.01% of the 13F portfolio, value $345,775.

    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 1,975 shares
    Change vs previous 13F -652 shares

    0.01% of the 13F portfolio, value $401,914.

    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 2,627 shares
    Change vs previous 13F -83 shares

    0.01% of the 13F portfolio, value $563,807.

    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 2,710 shares
    Change vs previous 13F +124 shares

    0.01% of the 13F portfolio, value $596,119.

    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 2,586 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $582,497.

    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).