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Disclosery

Ballentine Partners, LLC: DE position timeline

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

Ballentine Partners, LLC held 5,234 DE 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 5,234 shares
    Change vs previous 13F -56 shares

    0.04% of the 13F portfolio, value $3,320,084.

    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 5,290 shares
    Change vs previous 13F +128 shares

    0.04% of the 13F portfolio, value $2,979,858.

    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 5,162 shares
    Change vs previous 13F -48 shares

    0.03% of the 13F portfolio, value $2,403,273.

    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 5,210 shares
    Change vs previous 13F -164 shares

    0.03% of the 13F portfolio, value $2,382,324.

    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 5,374 shares
    Change vs previous 13F -1,601 shares

    0.04% of the 13F portfolio, value $2,732,625.

    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 6,975 shares
    Change vs previous 13F +865 shares

    0.06% of the 13F portfolio, value $3,273,716.

    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 6,110 shares
    Change vs previous 13F +858 shares

    0.04% of the 13F portfolio, value $2,588,806.

    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 5,252 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,191,818.

    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).