Ballentine Partners, LLC: DTD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Partners, LLC on DTD, newest first. How the timeline and the estimate are built.
Ballentine Partners, LLC held 8,640 DTD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 8,640 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $805,652.
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 8,640 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $746,150.
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 8,640 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $733,363.
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 8,640 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $725,760.
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 8,640 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $687,053.
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 8,640 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $664,848.
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 8,640 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $655,449.
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 8,640 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $662,502.
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).