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Disclosery

Ballentine Partners, LLC: EXC position timeline

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

Ballentine Partners, LLC held 47,603 EXC 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 47,603 shares
    Change vs previous 13F +27,321 shares

    0.03% of the 13F portfolio, value $2,219,252.

    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 20,282 shares
    Change vs previous 13F +2,795 shares

    0.01% of the 13F portfolio, value $994,224.

    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 17,487 shares
    Change vs previous 13F -563 shares

    0.01% of the 13F portfolio, value $762,259.

    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 18,050 shares
    Change vs previous 13F +1,578 shares

    0.01% of the 13F portfolio, value $812,430.

    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 16,472 shares
    Change vs previous 13F -1,118 shares

    0.01% of the 13F portfolio, value $715,214.

    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 17,590 shares
    Change vs previous 13F +1,978 shares

    0.01% of the 13F portfolio, value $810,547.

    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 15,612 shares
    Change vs previous 13F +1,690 shares

    0.01% of the 13F portfolio, value $587,635.

    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 13,922 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $564,537.

    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).