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Disclosery

Ballentine Partners, LLC: MUB position timeline

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

Ballentine Partners, LLC held 19,261 MUB 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 19,261 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $2,072,869.

    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 19,263 shares
    Change vs previous 13F +1,278 shares

    0.03% of the 13F portfolio, value $2,044,767.

    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 17,985 shares
    Change vs previous 13F +674 shares

    0.03% of the 13F portfolio, value $1,926,373.

    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 17,311 shares
    Change vs previous 13F +65 shares

    0.03% of the 13F portfolio, value $1,843,486.

    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 17,246 shares
    Change vs previous 13F +5,431 shares

    0.03% of the 13F portfolio, value $1,801,899.

    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 11,815 shares
    Change vs previous 13F +3,283 shares

    0.02% of the 13F portfolio, value $1,245,811.

    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 8,532 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $909,122.

    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).