Ballentine Partners, LLC: IBM position timeline

Ballentine Partners, LLC held 20,357 IBM 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 20,357 shares

   Change vs previous 13F +36 shares

   0.07% of the 13F portfolio, value $5,724,592.

   13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 20,321 shares

   Change vs previous 13F -538 shares

   0.07% of the 13F portfolio, value $4,925,607.

   13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 20,859 shares

   Change vs previous 13F +150 shares

   0.09% of the 13F portfolio, value $6,178,645.

   13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 20,709 shares

   Change vs previous 13F +87 shares

   0.08% of the 13F portfolio, value $5,843,252.

   13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 20,622 shares

   Change vs previous 13F +20 shares

   0.09% of the 13F portfolio, value $6,078,954.

   13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 20,602 shares

   Change vs previous 13F +475 shares

   0.09% of the 13F portfolio, value $5,122,893.

   13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 20,127 shares

   Change vs previous 13F +1,091 shares

   0.08% of the 13F portfolio, value $4,424,519.

   13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 19,036 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $4,208,479.

   13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).