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Disclosery

Ballentine Partners, LLC: BNY position timeline

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

Ballentine Partners, LLC held 21,811 BNY 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 21,811 shares
    Change vs previous 13F -986 shares

    0.04% of the 13F portfolio, value $3,154,088.

    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 22,797 shares
    Change vs previous 13F +2,742 shares

    0.04% of the 13F portfolio, value $2,704,408.

    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 20,055 shares
    Change vs previous 13F +1,074 shares

    0.03% of the 13F portfolio, value $2,328,186.

    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 18,981 shares
    Change vs previous 13F +177 shares

    0.03% of the 13F portfolio, value $2,068,170.

    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 18,804 shares
    Change vs previous 13F -667 shares

    0.03% of the 13F portfolio, value $1,713,233.

    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 19,471 shares
    Change vs previous 13F -308 shares

    0.03% of the 13F portfolio, value $1,633,033.

    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 19,779 shares
    Change vs previous 13F -1,181 shares

    0.03% of the 13F portfolio, value $1,519,620.

    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 20,960 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,506,186.

    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).