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Disclosery

Ballentine Partners, LLC: O position timeline

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

Ballentine Partners, LLC held 26,871 O 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 26,871 shares
    Change vs previous 13F +7,241 shares

    0.02% of the 13F portfolio, value $1,664,927.

    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 19,630 shares
    Change vs previous 13F +758 shares

    0.02% of the 13F portfolio, value $1,200,964.

    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 18,872 shares
    Change vs previous 13F +2,230 shares

    0.01% of the 13F portfolio, value $1,063,814.

    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 16,642 shares
    Change vs previous 13F +1,092 shares

    0.01% of the 13F portfolio, value $1,011,667.

    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 15,550 shares
    Change vs previous 13F +2,512 shares

    0.01% of the 13F portfolio, value $895,835.

    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 13,038 shares
    Change vs previous 13F +4,887 shares

    0.01% of the 13F portfolio, value $756,335.

    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 8,151 shares
    Change vs previous 13F +103 shares

    0.01% of the 13F portfolio, value $435,345.

    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 8,048 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $510,404.

    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).