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Disclosery

Ballentine Partners, LLC: F position timeline

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

Ballentine Partners, LLC held 51,493 F 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 51,493 shares
    Change vs previous 13F +18,005 shares

    0.01% of the 13F portfolio, value $715,755.

    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 33,488 shares
    Change vs previous 13F -326 shares

    0.01% of the 13F portfolio, value $386,453.

    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 33,814 shares
    Change vs previous 13F +541 shares

    0.01% of the 13F portfolio, value $443,643.

    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 33,273 shares
    Change vs previous 13F +564 shares

    0.01% of the 13F portfolio, value $397,948.

    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 32,709 shares
    Change vs previous 13F +4,242 shares

    0.01% of the 13F portfolio, value $354,892.

    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 28,467 shares
    Change vs previous 13F +5,629 shares

    <0.01% of the 13F portfolio, value $285,523.

    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 22,838 shares
    Change vs previous 13F +6,259 shares

    <0.01% of the 13F portfolio, value $226,096.

    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 16,579 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $175,074.

    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).