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Disclosery

Ballentine Partners, LLC: BRK-B position timeline

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

Ballentine Partners, LLC held 46,440 BRK-B 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 46,440 shares
    Change vs previous 13F +1,848 shares

    0.28% of the 13F portfolio, value $23,238,112.

    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 44,592 shares
    Change vs previous 13F +250 shares

    0.3% of the 13F portfolio, value $21,368,486.

    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 44,342 shares
    Change vs previous 13F -1,924 shares

    0.31% of the 13F portfolio, value $22,288,506.

    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 46,266 shares
    Change vs previous 13F -148 shares

    0.32% of the 13F portfolio, value $23,259,769.

    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 46,414 shares
    Change vs previous 13F +5,799 shares

    0.34% of the 13F portfolio, value $22,546,530.

    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 40,615 shares
    Change vs previous 13F -92 shares

    0.37% of the 13F portfolio, value $21,630,736.

    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 40,707 shares
    Change vs previous 13F +332 shares

    0.32% of the 13F portfolio, value $18,451,669.

    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 40,375 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $18,582,998.

    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).