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Disclosery

Ballentine Partners, LLC: MSCI position timeline

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

Ballentine Partners, LLC held 1,667 MSCI 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 1,667 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $933,592.

    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 1,632 shares
    Change vs previous 13F -44 shares

    0.01% of the 13F portfolio, value $879,668.

    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 1,676 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $961,573.

    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 1,688 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $957,788.

    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 1,680 shares
    Change vs previous 13F -78 shares

    0.01% of the 13F portfolio, value $968,923.

    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 1,758 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $994,149.

    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 1,748 shares
    Change vs previous 13F +66 shares

    0.02% of the 13F portfolio, value $1,048,817.

    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 1,682 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $980,488.

    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).