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Disclosery

Ballentine Partners, LLC: BAP position timeline

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

Ballentine Partners, LLC held 1,656 BAP 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 1,656 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $645,144.

    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 1,659 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $562,700.

    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 1,666 shares
    Change vs previous 13F -249 shares

    0.01% of the 13F portfolio, value $478,142.

    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 1,915 shares
    Change vs previous 13F -147 shares

    0.01% of the 13F portfolio, value $509,926.

    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 2,062 shares
    Change vs previous 13F -545 shares

    0.01% of the 13F portfolio, value $460,898.

    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 2,607 shares
    Change vs previous 13F +747 shares

    0.01% of the 13F portfolio, value $485,319.

    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 1,860 shares
    Change vs previous 13F +192 shares

    0.01% of the 13F portfolio, value $340,975.

    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 1,668 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $301,858.

    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).