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Ballentine Partners, LLC: BJ position timeline

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

Ballentine Partners, LLC held 2,914 BJ 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 2,914 shares
    Change vs previous 13F +777 shares

    <0.01% of the 13F portfolio, value $254,159.

    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 2,137 shares
    Change vs previous 13F -453 shares

    <0.01% of the 13F portfolio, value $210,324.

    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 2,590 shares
    Change vs previous 13F -485 shares

    <0.01% of the 13F portfolio, value $233,178.

    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 3,075 shares
    Change vs previous 13F -31 shares

    <0.01% of the 13F portfolio, value $286,744.

    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 3,106 shares
    Change vs previous 13F +838 shares

    0.01% of the 13F portfolio, value $334,920.

    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 2,268 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,779.

    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).