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Ballentine Partners, LLC: LAC position timeline

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

Ballentine Partners, LLC held 23,515 LAC 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 23,515 shares
    Change vs previous 13F +385 shares

    <0.01% of the 13F portfolio, value $90,533.

    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 23,130 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $91,364.

    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 23,182 shares
    Change vs previous 13F -1,720 shares

    <0.01% of the 13F portfolio, value $101,074.

    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 24,902 shares
    Change vs previous 13F +6,164 shares

    <0.01% of the 13F portfolio, value $142,190.

    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 18,738 shares
    Change vs previous 13F +863 shares

    <0.01% of the 13F portfolio, value $50,218.

    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 17,875 shares
    Change vs previous 13F -3,380 shares

    <0.01% of the 13F portfolio, value $48,441.

    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 21,255 shares
    Change vs previous 13F -3,388 shares

    <0.01% of the 13F portfolio, value $63,127.

    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 24,643 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $66,536.

    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).