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Disclosery

Ballentine Partners, LLC: DOW position timeline

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

Ballentine Partners, LLC held 17,363 DOW 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 17,363 shares
    Change vs previous 13F +532 shares

    0.01% of the 13F portfolio, value $475,051.

    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 16,831 shares
    Change vs previous 13F -39,920 shares

    0.01% of the 13F portfolio, value $701,011.

    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 56,751 shares
    Change vs previous 13F -24,320 shares

    0.02% of the 13F portfolio, value $1,326,839.

    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 81,071 shares
    Change vs previous 13F -1,273 shares

    0.03% of the 13F portfolio, value $1,858,958.

    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 82,344 shares
    Change vs previous 13F +60,333 shares

    0.03% of the 13F portfolio, value $2,180,469.

    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 22,011 shares
    Change vs previous 13F -15,127 shares

    0.01% of the 13F portfolio, value $768,624.

    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 37,138 shares
    Change vs previous 13F -12,310 shares

    0.03% of the 13F portfolio, value $1,490,348.

    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 49,448 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,701,344.

    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).