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Ballentine Partners, LLC: HLT position timeline

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

Ballentine Partners, LLC held 6,112 HLT 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 6,112 shares
    Change vs previous 13F +130 shares

    0.02% of the 13F portfolio, value $2,019,771.

    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 5,982 shares
    Change vs previous 13F +53 shares

    0.03% of the 13F portfolio, value $1,819,007.

    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 5,929 shares
    Change vs previous 13F +773 shares

    0.02% of the 13F portfolio, value $1,703,106.

    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 5,156 shares
    Change vs previous 13F +199 shares

    0.02% of the 13F portfolio, value $1,337,672.

    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 4,957 shares
    Change vs previous 13F -325 shares

    0.02% of the 13F portfolio, value $1,320,248.

    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 5,282 shares
    Change vs previous 13F +151 shares

    0.02% of the 13F portfolio, value $1,201,919.

    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 5,131 shares
    Change vs previous 13F +109 shares

    0.02% of the 13F portfolio, value $1,268,177.

    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 5,022 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,157,572.

    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).