Skip to content
Disclosery

Ballentine Partners, LLC: CFG position timeline

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

Ballentine Partners, LLC held 10,874 CFG 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 10,874 shares
    Change vs previous 13F +1,773 shares

    0.01% of the 13F portfolio, value $761,942.

    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 9,101 shares
    Change vs previous 13F +79 shares

    0.01% of the 13F portfolio, value $545,787.

    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 9,022 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $526,975.

    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 8,971 shares
    Change vs previous 13F +158 shares

    0.01% of the 13F portfolio, value $476,898.

    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 8,813 shares
    Change vs previous 13F -78 shares

    0.01% of the 13F portfolio, value $394,382.

    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 8,891 shares
    Change vs previous 13F +1,114 shares

    0.01% of the 13F portfolio, value $364,264.

    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 7,777 shares
    Change vs previous 13F +247 shares

    0.01% of the 13F portfolio, value $340,322.

    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 7,530 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $309,257.

    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).