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Disclosery

Ballentine Partners, LLC: CPB position timeline

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

Ballentine Partners, LLC held 10,886 CPB 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 10,886 shares
    Change vs previous 13F +842 shares

    <0.01% of the 13F portfolio, value $242,431.

    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 10,044 shares
    Change vs previous 13F +1,451 shares

    <0.01% of the 13F portfolio, value $223,680.

    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 8,593 shares
    Change vs previous 13F -5,094 shares

    <0.01% of the 13F portfolio, value $239,487.

    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 13,687 shares
    Change vs previous 13F +4,333 shares

    0.01% of the 13F portfolio, value $432,235.

    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 9,354 shares
    Change vs previous 13F -6,147 shares

    <0.01% of the 13F portfolio, value $286,700.

    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 15,501 shares
    Change vs previous 13F +5,855 shares

    0.01% of the 13F portfolio, value $618,799.

    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 9,646 shares
    Change vs previous 13F +262 shares

    0.01% of the 13F portfolio, value $403,975.

    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 9,384 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $459,065.

    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).