Ballentine Partners, LLC: ES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Partners, LLC on ES, newest first. How the timeline and the estimate are built.
Ballentine Partners, LLC held 5,676 ES shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 5,676 sharesChange vs previous 13F -2,739 shares
0.01% of the 13F portfolio, value $410,205.
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 8,415 sharesChange vs previous 13F +1,154 shares
0.01% of the 13F portfolio, value $582,991.
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 7,261 sharesChange vs previous 13F +396 shares
0.01% of the 13F portfolio, value $488,883.
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 6,865 sharesChange vs previous 13F +1,263 shares
0.01% of the 13F portfolio, value $488,376.
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 5,602 sharesChange vs previous 13F -332 shares
0.01% of the 13F portfolio, value $356,399.
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 5,934 sharesChange vs previous 13F +277 shares
0.01% of the 13F portfolio, value $368,561.
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 5,657 sharesChange vs previous 13F +1,443 shares
0.01% of the 13F portfolio, value $324,882.
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 4,214 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $286,763.
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).