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Disclosery

Ballentine Partners, LLC: META position timeline

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

Ballentine Partners, LLC held 56,286 META 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 56,286 shares
    Change vs previous 13F -1,164 shares

    0.39% of the 13F portfolio, value $31,705,567.

    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 57,450 shares
    Change vs previous 13F -1,240 shares

    0.46% of the 13F portfolio, value $32,869,098.

    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 58,690 shares
    Change vs previous 13F -949 shares

    0.54% of the 13F portfolio, value $38,740,947.

    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 59,639 shares
    Change vs previous 13F -538 shares

    0.61% of the 13F portfolio, value $43,797,984.

    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 60,177 shares
    Change vs previous 13F +271 shares

    0.67% of the 13F portfolio, value $44,416,339.

    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 59,906 shares
    Change vs previous 13F +1,688 shares

    0.6% of the 13F portfolio, value $34,527,653.

    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 58,218 shares
    Change vs previous 13F +808 shares

    0.58% of the 13F portfolio, value $34,087,349.

    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 57,410 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $32,863,904.

    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).