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Disclosery

Ballentine Partners, LLC: NDAQ position timeline

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

Ballentine Partners, LLC held 16,518 NDAQ 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 16,518 shares
    Change vs previous 13F -340 shares

    0.02% of the 13F portfolio, value $1,301,949.

    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 16,858 shares
    Change vs previous 13F -2,053 shares

    0.02% of the 13F portfolio, value $1,431,075.

    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 18,911 shares
    Change vs previous 13F +366 shares

    0.03% of the 13F portfolio, value $1,836,825.

    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 18,545 shares
    Change vs previous 13F +1,298 shares

    0.02% of the 13F portfolio, value $1,640,306.

    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 17,247 shares
    Change vs previous 13F +4,441 shares

    0.02% of the 13F portfolio, value $1,542,227.

    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 12,806 shares
    Change vs previous 13F -669 shares

    0.02% of the 13F portfolio, value $971,464.

    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 13,475 shares
    Change vs previous 13F +827 shares

    0.02% of the 13F portfolio, value $1,041,753.

    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 12,648 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $923,430.

    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).