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Disclosery

Ballentine Partners, LLC: AYI position timeline

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

Ballentine Partners, LLC held 931 AYI 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 931 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $350,594.

    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 933 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $261,669.

    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 978 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $352,047.

    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 1,013 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $348,798.

    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 968 shares
    Change vs previous 13F -146 shares

    <0.01% of the 13F portfolio, value $288,793.

    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 1,114 shares
    Change vs previous 13F +203 shares

    0.01% of the 13F portfolio, value $293,372.

    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 911 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $266,130.

    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 877 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $241,517.

    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).