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Disclosery

Ballentine Partners, LLC: HD position timeline

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

Ballentine Partners, LLC held 22,775 HD 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 22,775 shares
    Change vs previous 13F -1,887 shares

    0.1% of the 13F portfolio, value $8,032,213.

    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 24,662 shares
    Change vs previous 13F -1,574 shares

    0.11% of the 13F portfolio, value $8,111,302.

    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 26,236 shares
    Change vs previous 13F -1,271 shares

    0.13% of the 13F portfolio, value $9,027,922.

    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 27,507 shares
    Change vs previous 13F -249 shares

    0.15% of the 13F portfolio, value $11,145,572.

    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 27,756 shares
    Change vs previous 13F -44 shares

    0.15% of the 13F portfolio, value $10,176,461.

    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 27,800 shares
    Change vs previous 13F +2,057 shares

    0.18% of the 13F portfolio, value $10,188,422.

    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 25,743 shares
    Change vs previous 13F +1,796 shares

    0.17% of the 13F portfolio, value $10,013,769.

    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 23,947 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,703,325.

    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).