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Disclosery

Ballentine Partners, LLC: MA position timeline

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

Ballentine Partners, LLC held 23,663 MA 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 23,663 shares
    Change vs previous 13F +124 shares

    0.15% of the 13F portfolio, value $12,153,060.

    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 23,539 shares
    Change vs previous 13F -1,680 shares

    0.16% of the 13F portfolio, value $11,761,746.

    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 25,219 shares
    Change vs previous 13F +292 shares

    0.2% of the 13F portfolio, value $14,396,737.

    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 24,927 shares
    Change vs previous 13F +1,208 shares

    0.2% of the 13F portfolio, value $14,178,443.

    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 23,719 shares
    Change vs previous 13F +2,842 shares

    0.2% of the 13F portfolio, value $13,328,374.

    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 20,877 shares
    Change vs previous 13F +667 shares

    0.2% of the 13F portfolio, value $11,442,777.

    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 20,210 shares
    Change vs previous 13F +442 shares

    0.18% of the 13F portfolio, value $10,641,647.

    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 19,768 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,761,191.

    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).