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Disclosery

Ballentine Partners, LLC: NOW position timeline

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

Ballentine Partners, LLC held 27,252 NOW 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 27,252 shares
    Change vs previous 13F +8,912 shares

    0.03% of the 13F portfolio, value $2,705,579.

    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 18,340 shares
    Change vs previous 13F +1,234 shares

    0.03% of the 13F portfolio, value $1,917,448.

    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 17,106 shares
    Change vs previous 13F +13,597 shares

    0.04% of the 13F portfolio, value $2,620,467.

    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 3,509 shares
    Change vs previous 13F -74 shares

    0.04% of the 13F portfolio, value $3,229,263.

    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 3,583 shares
    Change vs previous 13F +287 shares

    0.06% of the 13F portfolio, value $3,683,611.

    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 3,296 shares
    Change vs previous 13F +243 shares

    0.05% of the 13F portfolio, value $2,624,078.

    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 3,053 shares
    Change vs previous 13F +182 shares

    0.06% of the 13F portfolio, value $3,236,547.

    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 2,871 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,567,794.

    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).