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Disclosery

Ballentine Partners, LLC: IR position timeline

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

Ballentine Partners, LLC held 6,964 IR 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 6,964 shares
    Change vs previous 13F -6,358 shares

    0.01% of the 13F portfolio, value $570,979.

    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 13,322 shares
    Change vs previous 13F +1,271 shares

    0.01% of the 13F portfolio, value $1,067,358.

    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 12,051 shares
    Change vs previous 13F -3,905 shares

    0.01% of the 13F portfolio, value $954,680.

    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 15,956 shares
    Change vs previous 13F -2,245 shares

    0.02% of the 13F portfolio, value $1,318,284.

    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 18,201 shares
    Change vs previous 13F +418 shares

    0.02% of the 13F portfolio, value $1,513,960.

    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 17,783 shares
    Change vs previous 13F +4,609 shares

    0.02% of the 13F portfolio, value $1,423,174.

    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 13,174 shares
    Change vs previous 13F +290 shares

    0.02% of the 13F portfolio, value $1,191,721.

    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 12,884 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,264,693.

    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).