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Disclosery

Ballentine Partners, LLC: NU position timeline

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

Ballentine Partners, LLC held 4,651,773 NU 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 4,651,773 shares
    Change vs previous 13F -17,153 shares

    0.76% of the 13F portfolio, value $62,147,687.

    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 4,668,926 shares
    Change vs previous 13F +4,647,451 shares

    0.93% of the 13F portfolio, value $67,092,467.

    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 21,475 shares
    Change vs previous 13F +2,101 shares

    0.01% of the 13F portfolio, value $359,491.

    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 19,374 shares
    Change vs previous 13F +1,126 shares

    <0.01% of the 13F portfolio, value $310,178.

    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 18,248 shares
    Change vs previous 13F +4,843 shares

    <0.01% of the 13F portfolio, value $250,362.

    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 13,405 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $137,267.

    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).