Skip to content
Disclosery

Ballentine Partners, LLC: SAN position timeline

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

Ballentine Partners, LLC held 199,017 SAN 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 199,017 shares
    Change vs previous 13F +18,183 shares

    0.03% of the 13F portfolio, value $2,746,435.

    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 180,834 shares
    Change vs previous 13F +15,200 shares

    0.03% of the 13F portfolio, value $2,039,808.

    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 165,634 shares
    Change vs previous 13F +10,283 shares

    0.03% of the 13F portfolio, value $1,942,887.

    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 155,351 shares
    Change vs previous 13F -5,045 shares

    0.02% of the 13F portfolio, value $1,628,078.

    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 160,396 shares
    Change vs previous 13F +21,177 shares

    0.02% of the 13F portfolio, value $1,331,286.

    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 139,219 shares
    Change vs previous 13F +18,400 shares

    0.02% of the 13F portfolio, value $932,767.

    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 120,819 shares
    Change vs previous 13F +14,220 shares

    0.01% of the 13F portfolio, value $550,934.

    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 106,599 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $543,655.

    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).