Ballentine Partners, LLC: GS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Partners, LLC on GS, newest first. How the timeline and the estimate are built.
Ballentine Partners, LLC held 9,420 GS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 9,420 sharesChange vs previous 13F -171 shares
0.12% of the 13F portfolio, value $9,526,600.
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 9,591 sharesChange vs previous 13F +458 shares
0.11% of the 13F portfolio, value $8,114,312.
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 9,133 sharesChange vs previous 13F +70 shares
0.11% of the 13F portfolio, value $8,027,468.
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 9,063 sharesChange vs previous 13F +95 shares
0.1% of the 13F portfolio, value $7,216,922.
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 8,968 sharesChange vs previous 13F +759 shares
0.1% of the 13F portfolio, value $6,346,748.
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 8,209 sharesChange vs previous 13F +28 shares
0.08% of the 13F portfolio, value $4,484,221.
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 8,181 sharesChange vs previous 13F +111 shares
0.08% of the 13F portfolio, value $4,684,318.
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 8,070 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $3,995,291.
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).