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Disclosery

Ballentine Partners, LLC: FDX position timeline

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

Ballentine Partners, LLC held 10,665 FDX 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 10,665 shares
    Change vs previous 13F +179 shares

    0.04% of the 13F portfolio, value $3,339,531.

    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 10,486 shares
    Change vs previous 13F +19 shares

    0.05% of the 13F portfolio, value $3,734,903.

    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 10,467 shares
    Change vs previous 13F +500 shares

    0.04% of the 13F portfolio, value $3,023,497.

    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 9,967 shares
    Change vs previous 13F -463 shares

    0.03% of the 13F portfolio, value $2,350,319.

    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 10,430 shares
    Change vs previous 13F -765 shares

    0.04% of the 13F portfolio, value $2,370,843.

    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 11,195 shares
    Change vs previous 13F -3,150 shares

    0.05% of the 13F portfolio, value $2,729,117.

    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 14,345 shares
    Change vs previous 13F +726 shares

    0.07% of the 13F portfolio, value $4,035,679.

    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 13,619 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,727,248.

    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).