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Disclosery

Ballentine Partners, LLC: HBM position timeline

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

Ballentine Partners, LLC held 14,176 HBM 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 14,176 shares
    Change vs previous 13F +84 shares

    <0.01% of the 13F portfolio, value $334,695.

    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 14,092 shares
    Change vs previous 13F -1,889 shares

    <0.01% of the 13F portfolio, value $294,523.

    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 15,981 shares
    Change vs previous 13F -6,944 shares

    <0.01% of the 13F portfolio, value $317,223.

    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 22,925 shares
    Change vs previous 13F -6,832 shares

    <0.01% of the 13F portfolio, value $347,543.

    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 29,757 shares
    Change vs previous 13F +2,768 shares

    <0.01% of the 13F portfolio, value $315,722.

    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 26,989 shares
    Change vs previous 13F +6,169 shares

    <0.01% of the 13F portfolio, value $204,847.

    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 20,820 shares
    Change vs previous 13F +5,064 shares

    <0.01% of the 13F portfolio, value $168,642.

    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 15,756 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $144,798.

    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).