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Disclosery

Ballentine Partners, LLC: HLN position timeline

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

Ballentine Partners, LLC held 33,797 HLN 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 33,797 shares
    Change vs previous 13F -9,480 shares

    <0.01% of the 13F portfolio, value $315,325.

    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 43,277 shares
    Change vs previous 13F +6,728 shares

    0.01% of the 13F portfolio, value $433,202.

    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 36,549 shares
    Change vs previous 13F +14,191 shares

    0.01% of the 13F portfolio, value $369,511.

    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 22,358 shares
    Change vs previous 13F -11,777 shares

    <0.01% of the 13F portfolio, value $200,552.

    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 34,135 shares
    Change vs previous 13F +4,515 shares

    0.01% of the 13F portfolio, value $353,981.

    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 29,620 shares
    Change vs previous 13F +2,659 shares

    0.01% of the 13F portfolio, value $304,790.

    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 26,961 shares
    Change vs previous 13F +4,130 shares

    <0.01% of the 13F portfolio, value $257,208.

    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 22,831 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $241,552.

    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).