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Disclosery

Ballentine Partners, LLC: BA position timeline

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

Ballentine Partners, LLC held 8,820 BA 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 8,820 shares
    Change vs previous 13F +282 shares

    0.02% of the 13F portfolio, value $1,909,266.

    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 8,538 shares
    Change vs previous 13F +695 shares

    0.02% of the 13F portfolio, value $1,699,319.

    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 7,843 shares
    Change vs previous 13F +1,060 shares

    0.02% of the 13F portfolio, value $1,702,873.

    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 6,783 shares
    Change vs previous 13F +418 shares

    0.02% of the 13F portfolio, value $1,463,975.

    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 6,365 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $1,333,659.

    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 6,377 shares
    Change vs previous 13F +589 shares

    0.02% of the 13F portfolio, value $1,087,597.

    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 5,788 shares
    Change vs previous 13F +1,254 shares

    0.02% of the 13F portfolio, value $1,024,476.

    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 4,534 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $689,350.

    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).