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Disclosery

Ballentine Partners, LLC: CX position timeline

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

Ballentine Partners, LLC held 27,279 CX 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 27,279 shares
    Change vs previous 13F +1,302 shares

    <0.01% of the 13F portfolio, value $327,348.

    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 25,977 shares
    Change vs previous 13F +3,537 shares

    <0.01% of the 13F portfolio, value $297,177.

    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 22,440 shares
    Change vs previous 13F -7,105 shares

    <0.01% of the 13F portfolio, value $257,835.

    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 29,545 shares
    Change vs previous 13F -3,668 shares

    <0.01% of the 13F portfolio, value $265,610.

    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 33,213 shares
    Change vs previous 13F +4,002 shares

    <0.01% of the 13F portfolio, value $230,166.

    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 29,211 shares
    Change vs previous 13F -4,999 shares

    <0.01% of the 13F portfolio, value $163,874.

    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 34,210 shares
    Change vs previous 13F +4,474 shares

    <0.01% of the 13F portfolio, value $192,944.

    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 29,736 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $181,390.

    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).