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Disclosery

Ballentine Partners, LLC: MO position timeline

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

Ballentine Partners, LLC held 22,900 MO 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 22,900 shares
    Change vs previous 13F +131 shares

    0.02% of the 13F portfolio, value $1,647,655.

    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 22,769 shares
    Change vs previous 13F +669 shares

    0.02% of the 13F portfolio, value $1,502,526.

    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 22,100 shares
    Change vs previous 13F -1,120 shares

    0.02% of the 13F portfolio, value $1,274,286.

    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 23,220 shares
    Change vs previous 13F +2,893 shares

    0.02% of the 13F portfolio, value $1,533,914.

    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 20,327 shares
    Change vs previous 13F +812 shares

    0.02% of the 13F portfolio, value $1,191,771.

    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 19,515 shares
    Change vs previous 13F -1,901 shares

    0.02% of the 13F portfolio, value $1,171,291.

    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 21,416 shares
    Change vs previous 13F +5,317 shares

    0.02% of the 13F portfolio, value $1,119,843.

    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 16,099 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $821,693.

    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).