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Disclosery

Ballentine Partners, LLC: HYG position timeline

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

Ballentine Partners, LLC held 55,594 HYG 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 55,594 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $4,445,852.

    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 55,582 shares
    Change vs previous 13F -9,719 shares

    0.06% of the 13F portfolio, value $4,422,104.

    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 65,301 shares
    Change vs previous 13F -715 shares

    0.07% of the 13F portfolio, value $5,265,220.

    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 66,016 shares
    Change vs previous 13F -296 shares

    0.07% of the 13F portfolio, value $5,359,839.

    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 66,312 shares
    Change vs previous 13F +231 shares

    0.08% of the 13F portfolio, value $5,348,063.

    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 66,081 shares
    Change vs previous 13F -2,060 shares

    0.09% of the 13F portfolio, value $5,213,130.

    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 68,141 shares
    Change vs previous 13F +3,878 shares

    0.09% of the 13F portfolio, value $5,359,290.

    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 64,263 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,160,319.

    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).