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Disclosery

Ballentine Partners, LLC: HL position timeline

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

Ballentine Partners, LLC held 17,066 HL 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 17,066 shares
    Change vs previous 13F -497 shares

    <0.01% of the 13F portfolio, value $263,328.

    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 17,563 shares
    Change vs previous 13F +526 shares

    <0.01% of the 13F portfolio, value $327,198.

    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 17,037 shares
    Change vs previous 13F +1,198 shares

    <0.01% of the 13F portfolio, value $326,940.

    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 15,839 shares
    Change vs previous 13F +786 shares

    <0.01% of the 13F portfolio, value $191,652.

    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 15,053 shares
    Change vs previous 13F +3,501 shares

    <0.01% of the 13F portfolio, value $90,168.

    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 11,552 shares
    Change vs previous 13F -346 shares

    <0.01% of the 13F portfolio, value $64,229.

    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 11,898 shares
    Change vs previous 13F -3,537 shares

    <0.01% of the 13F portfolio, value $58,419.

    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 15,435 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $102,951.

    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).