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Disclosery

Ballentine Partners, LLC: GIS position timeline

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

Ballentine Partners, LLC held 18,777 GIS 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 18,777 shares
    Change vs previous 13F +3,367 shares

    0.01% of the 13F portfolio, value $653,446.

    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 15,410 shares
    Change vs previous 13F -2,775 shares

    0.01% of the 13F portfolio, value $573,567.

    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 18,185 shares
    Change vs previous 13F +3,626 shares

    0.01% of the 13F portfolio, value $845,612.

    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 14,559 shares
    Change vs previous 13F -2,049 shares

    0.01% of the 13F portfolio, value $734,075.

    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 16,608 shares
    Change vs previous 13F +3,084 shares

    0.01% of the 13F portfolio, value $860,471.

    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 13,524 shares
    Change vs previous 13F -3,428 shares

    0.01% of the 13F portfolio, value $808,599.

    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 16,952 shares
    Change vs previous 13F +2,098 shares

    0.02% of the 13F portfolio, value $1,081,029.

    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 14,854 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,096,967.

    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).