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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

  1. period ended2026-06-30
    13F 9,420 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,591 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,133 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,063 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,968 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,209 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,181 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,070 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).