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Disclosery

Ballentine Partners, LLC: DB position timeline

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

Ballentine Partners, LLC held 19,101 DB 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 19,101 shares
    Change vs previous 13F -798 shares

    0.01% of the 13F portfolio, value $644,849.

    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 19,899 shares
    Change vs previous 13F +631 shares

    0.01% of the 13F portfolio, value $592,592.

    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 19,268 shares
    Change vs previous 13F +1,529 shares

    0.01% of the 13F portfolio, value $742,974.

    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 17,739 shares
    Change vs previous 13F -1,574 shares

    0.01% of the 13F portfolio, value $628,138.

    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 19,313 shares
    Change vs previous 13F +1,957 shares

    0.01% of the 13F portfolio, value $565,485.

    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 17,356 shares
    Change vs previous 13F +680 shares

    0.01% of the 13F portfolio, value $413,593.

    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 16,676 shares
    Change vs previous 13F +3,612 shares

    <0.01% of the 13F portfolio, value $284,326.

    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 13,064 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $226,137.

    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).