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Disclosery

Ballentine Partners, LLC: PM position timeline

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

Ballentine Partners, LLC held 22,036 PM 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 22,036 shares
    Change vs previous 13F +690 shares

    0.05% of the 13F portfolio, value $3,986,533.

    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 21,346 shares
    Change vs previous 13F +1,499 shares

    0.05% of the 13F portfolio, value $3,529,348.

    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 19,847 shares
    Change vs previous 13F -113 shares

    0.04% of the 13F portfolio, value $3,183,459.

    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 19,960 shares
    Change vs previous 13F -188 shares

    0.04% of the 13F portfolio, value $3,237,512.

    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 20,148 shares
    Change vs previous 13F +1,610 shares

    0.06% of the 13F portfolio, value $3,669,555.

    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 18,538 shares
    Change vs previous 13F +1,470 shares

    0.05% of the 13F portfolio, value $2,942,537.

    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 17,068 shares
    Change vs previous 13F +1,702 shares

    0.04% of the 13F portfolio, value $2,054,133.

    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 15,366 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,865,433.

    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).