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Disclosery

Ballentine Partners, LLC: PTC position timeline

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

Ballentine Partners, LLC held 8,151 PTC 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 8,151 shares
    Change vs previous 13F -71 shares

    0.01% of the 13F portfolio, value $926,035.

    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 8,222 shares
    Change vs previous 13F -365 shares

    0.02% of the 13F portfolio, value $1,171,552.

    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 8,587 shares
    Change vs previous 13F -211 shares

    0.02% of the 13F portfolio, value $1,495,941.

    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 8,798 shares
    Change vs previous 13F +233 shares

    0.02% of the 13F portfolio, value $1,786,170.

    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 8,565 shares
    Change vs previous 13F +73 shares

    0.02% of the 13F portfolio, value $1,476,092.

    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 8,492 shares
    Change vs previous 13F -6,476 shares

    0.02% of the 13F portfolio, value $1,315,835.

    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 14,968 shares
    Change vs previous 13F +33 shares

    0.05% of the 13F portfolio, value $2,752,166.

    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 14,935 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,698,157.

    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).