Ballentine Partners, LLC: DLR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Partners, LLC on DLR, newest first. How the timeline and the estimate are built.
Ballentine Partners, LLC held 8,316 DLR shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 8,316 sharesChange vs previous 13F +507 shares
0.02% of the 13F portfolio, value $1,493,297.
13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,809 sharesChange vs previous 13F +765 shares
0.02% of the 13F portfolio, value $1,407,350.
13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,044 sharesChange vs previous 13F -273 shares
0.02% of the 13F portfolio, value $1,089,778.
13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,317 sharesChange vs previous 13F +133 shares
0.02% of the 13F portfolio, value $1,264,963.
13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,184 sharesChange vs previous 13F +1,090 shares
0.02% of the 13F portfolio, value $1,252,387.
13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,094 sharesChange vs previous 13F -1,559 shares
0.02% of the 13F portfolio, value $873,209.
13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,653 sharesChange vs previous 13F +146 shares
0.02% of the 13F portfolio, value $1,357,106.
13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,507 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,214,858.
13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).