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Disclosery

Ballentine Partners, LLC: BB position timeline

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

Ballentine Partners, LLC held 16,833 BB 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 16,833 shares
    Change vs previous 13F +632 shares

    <0.01% of the 13F portfolio, value $212,937.

    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 16,201 shares
    Change vs previous 13F -3,882 shares

    <0.01% of the 13F portfolio, value $52,491.

    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 20,083 shares
    Change vs previous 13F -2,207 shares

    <0.01% of the 13F portfolio, value $76,115.

    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 22,290 shares
    Change vs previous 13F -2,534 shares

    <0.01% of the 13F portfolio, value $108,775.

    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 24,824 shares
    Change vs previous 13F +1,485 shares

    <0.01% of the 13F portfolio, value $113,694.

    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 23,339 shares
    Change vs previous 13F +6,099 shares

    <0.01% of the 13F portfolio, value $87,988.

    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 17,240 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $65,167.

    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).