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Disclosery

Ballentine Partners, LLC: LPL position timeline

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

Ballentine Partners, LLC held 249,792 LPL 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 249,792 shares
    Change vs previous 13F +192,347 shares

    0.01% of the 13F portfolio, value $971,691.

    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 57,445 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,886.

    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).