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Disclosery

Ballentine Partners, LLC: BG position timeline

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

Ballentine Partners, LLC held 4,075 BG 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 4,075 shares
    Change vs previous 13F +127 shares

    0.01% of the 13F portfolio, value $434,925.

    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 3,948 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $502,186.

    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 3,848 shares
    Change vs previous 13F +386 shares

    <0.01% of the 13F portfolio, value $342,780.

    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 3,462 shares
    Change vs previous 13F -523 shares

    <0.01% of the 13F portfolio, value $281,287.

    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 3,985 shares
    Change vs previous 13F +1,045 shares

    <0.01% of the 13F portfolio, value $319,916.

    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 2,940 shares
    Change vs previous 13F -2,284 shares

    <0.01% of the 13F portfolio, value $224,675.

    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 5,224 shares
    Change vs previous 13F -278 shares

    0.01% of the 13F portfolio, value $406,218.

    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 5,502 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $531,713.

    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).