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Disclosery

Ballentine Partners, LLC: DFAX position timeline

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

Ballentine Partners, LLC held 132,388 DFAX 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 132,388 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $4,877,184.

    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 132,388 shares
    Change vs previous 13F +640 shares

    0.06% of the 13F portfolio, value $4,497,229.

    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 131,748 shares
    Change vs previous 13F +5,085 shares

    0.06% of the 13F portfolio, value $4,312,121.

    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 126,663 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $3,974,685.

    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 126,663 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $3,720,092.

    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 126,663 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $3,318,571.

    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 126,663 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $3,148,842.

    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 126,663 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,421,168.

    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).