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Disclosery

Ballentine Partners, LLC: PSO position timeline

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

Ballentine Partners, LLC held 26,819 PSO 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 26,819 shares
    Change vs previous 13F +3,241 shares

    0.01% of the 13F portfolio, value $426,154.

    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 23,578 shares
    Change vs previous 13F -5,988 shares

    <0.01% of the 13F portfolio, value $309,579.

    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 29,566 shares
    Change vs previous 13F -7,550 shares

    0.01% of the 13F portfolio, value $415,107.

    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 37,116 shares
    Change vs previous 13F +5,808 shares

    0.01% of the 13F portfolio, value $525,562.

    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 31,308 shares
    Change vs previous 13F -4,927 shares

    0.01% of the 13F portfolio, value $467,428.

    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 36,235 shares
    Change vs previous 13F +3,193 shares

    0.01% of the 13F portfolio, value $580,123.

    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 33,042 shares
    Change vs previous 13F +3,990 shares

    0.01% of the 13F portfolio, value $532,637.

    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 29,052 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $394,236.

    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).