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Disclosery

Ballentine Partners, LLC: KB position timeline

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

Ballentine Partners, LLC held 35,233 KB 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 35,233 shares
    Change vs previous 13F +7,905 shares

    0.05% of the 13F portfolio, value $3,698,055.

    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 27,328 shares
    Change vs previous 13F +2,961 shares

    0.04% of the 13F portfolio, value $2,725,421.

    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 24,367 shares
    Change vs previous 13F +433 shares

    0.03% of the 13F portfolio, value $2,096,537.

    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 23,934 shares
    Change vs previous 13F -513 shares

    0.03% of the 13F portfolio, value $1,984,367.

    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 24,447 shares
    Change vs previous 13F +3,375 shares

    0.03% of the 13F portfolio, value $2,019,078.

    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 21,072 shares
    Change vs previous 13F -2,240 shares

    0.02% of the 13F portfolio, value $1,140,206.

    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 23,312 shares
    Change vs previous 13F +685 shares

    0.02% of the 13F portfolio, value $1,326,453.

    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 22,627 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,397,217.

    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).