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Ballentine Partners, LLC: LLY position timeline

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

Ballentine Partners, LLC held 20,150 LLY 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 20,150 shares
    Change vs previous 13F +273 shares

    0.3% of the 13F portfolio, value $24,168,514.

    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 19,877 shares
    Change vs previous 13F +480 shares

    0.25% of the 13F portfolio, value $18,282,269.

    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 19,397 shares
    Change vs previous 13F +481 shares

    0.29% of the 13F portfolio, value $20,845,569.

    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 18,916 shares
    Change vs previous 13F +1,332 shares

    0.2% of the 13F portfolio, value $14,432,908.

    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 17,584 shares
    Change vs previous 13F -369 shares

    0.21% of the 13F portfolio, value $13,707,255.

    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 17,953 shares
    Change vs previous 13F +693 shares

    0.26% of the 13F portfolio, value $14,827,562.

    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 17,260 shares
    Change vs previous 13F +279 shares

    0.23% of the 13F portfolio, value $13,324,720.

    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 16,981 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $15,044,148.

    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).