Skip to content
Disclosery

Ballentine Partners, LLC: BMI position timeline

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

Ballentine Partners, LLC held 1,527 BMI 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 1,527 shares
    Change vs previous 13F -900 shares

    <0.01% of the 13F portfolio, value $226,576.

    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 2,427 shares
    Change vs previous 13F +244 shares

    0.01% of the 13F portfolio, value $369,754.

    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 2,183 shares
    Change vs previous 13F +814 shares

    0.01% of the 13F portfolio, value $380,737.

    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 1,369 shares
    Change vs previous 13F -537 shares

    <0.01% of the 13F portfolio, value $244,475.

    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 1,906 shares
    Change vs previous 13F +412 shares

    0.01% of the 13F portfolio, value $466,875.

    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 1,494 shares
    Change vs previous 13F -183 shares

    <0.01% of the 13F portfolio, value $284,234.

    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 1,677 shares
    Change vs previous 13F +388 shares

    0.01% of the 13F portfolio, value $355,725.

    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 1,289 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $281,530.

    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).