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Disclosery

Ballentine Partners, LLC: SHG position timeline

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

Ballentine Partners, LLC held 42,712 SHG 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 42,712 shares
    Change vs previous 13F +8,975 shares

    0.03% of the 13F portfolio, value $2,701,534.

    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 33,737 shares
    Change vs previous 13F +6,596 shares

    0.03% of the 13F portfolio, value $2,068,753.

    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 27,141 shares
    Change vs previous 13F +1,316 shares

    0.02% of the 13F portfolio, value $1,455,573.

    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 25,825 shares
    Change vs previous 13F -2,018 shares

    0.02% of the 13F portfolio, value $1,300,805.

    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 27,843 shares
    Change vs previous 13F +4,706 shares

    0.02% of the 13F portfolio, value $1,257,947.

    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 23,137 shares
    Change vs previous 13F -2,681 shares

    0.01% of the 13F portfolio, value $742,235.

    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 25,818 shares
    Change vs previous 13F -1,019 shares

    0.01% of the 13F portfolio, value $848,895.

    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 26,837 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,137,083.

    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).