Skip to content
Disclosery

Ballentine Partners, LLC: DGX position timeline

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

Ballentine Partners, LLC held 3,058 DGX 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 3,058 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $648,143.

    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 3,059 shares
    Change vs previous 13F -760 shares

    0.01% of the 13F portfolio, value $599,503.

    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 3,819 shares
    Change vs previous 13F -91 shares

    0.01% of the 13F portfolio, value $662,711.

    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 3,910 shares
    Change vs previous 13F +78 shares

    0.01% of the 13F portfolio, value $745,168.

    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 3,832 shares
    Change vs previous 13F +151 shares

    0.01% of the 13F portfolio, value $688,342.

    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 3,681 shares
    Change vs previous 13F +2,327 shares

    0.01% of the 13F portfolio, value $622,825.

    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 1,354 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,264.

    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).