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Disclosery

Ballentine Partners, LLC: CI position timeline

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

Ballentine Partners, LLC held 6,703 CI 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 6,703 shares
    Change vs previous 13F +1,575 shares

    0.02% of the 13F portfolio, value $1,847,839.

    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 5,128 shares
    Change vs previous 13F -1,425 shares

    0.02% of the 13F portfolio, value $1,368,119.

    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 6,553 shares
    Change vs previous 13F -2,975 shares

    0.03% of the 13F portfolio, value $1,803,539.

    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 9,528 shares
    Change vs previous 13F +99 shares

    0.04% of the 13F portfolio, value $2,746,400.

    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 9,429 shares
    Change vs previous 13F +1,463 shares

    0.05% of the 13F portfolio, value $3,116,986.

    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 7,966 shares
    Change vs previous 13F +1,383 shares

    0.05% of the 13F portfolio, value $2,620,762.

    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 6,583 shares
    Change vs previous 13F -1,143 shares

    0.03% of the 13F portfolio, value $1,817,753.

    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 7,726 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,676,596.

    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).