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Ballentine Partners, LLC: PG position timeline

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

Ballentine Partners, LLC held 46,009 PG 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 46,009 shares
    Change vs previous 13F +1,826 shares

    0.08% of the 13F portfolio, value $6,746,707.

    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 44,183 shares
    Change vs previous 13F -3,407 shares

    0.09% of the 13F portfolio, value $6,381,971.

    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 47,590 shares
    Change vs previous 13F -3,889 shares

    0.1% of the 13F portfolio, value $6,820,014.

    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 51,479 shares
    Change vs previous 13F -4,241 shares

    0.11% of the 13F portfolio, value $7,909,633.

    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 55,720 shares
    Change vs previous 13F -6,368 shares

    0.13% of the 13F portfolio, value $8,877,189.

    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 62,088 shares
    Change vs previous 13F +1,018 shares

    0.18% of the 13F portfolio, value $10,580,908.

    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 61,070 shares
    Change vs previous 13F +1,536 shares

    0.18% of the 13F portfolio, value $10,238,258.

    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 59,534 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $10,311,158.

    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).