Skip to content
Disclosery

Ballentine Partners, LLC: LYG position timeline

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

Ballentine Partners, LLC held 172,325 LYG 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 172,325 shares
    Change vs previous 13F +366 shares

    0.01% of the 13F portfolio, value $1,004,655.

    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 171,959 shares
    Change vs previous 13F +8,310 shares

    0.01% of the 13F portfolio, value $864,954.

    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 163,649 shares
    Change vs previous 13F +6,179 shares

    0.01% of the 13F portfolio, value $867,340.

    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 157,470 shares
    Change vs previous 13F -12,155 shares

    0.01% of the 13F portfolio, value $714,914.

    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 169,625 shares
    Change vs previous 13F +8,626 shares

    0.01% of the 13F portfolio, value $720,906.

    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 160,999 shares
    Change vs previous 13F +23,425 shares

    0.01% of the 13F portfolio, value $615,016.

    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 137,574 shares
    Change vs previous 13F -9,919 shares

    0.01% of the 13F portfolio, value $374,201.

    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 147,493 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $460,178.

    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).