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Disclosery

Ballentine Partners, LLC: SPEM position timeline

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

Ballentine Partners, LLC held 485,211 SPEM 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 485,211 shares
    Change vs previous 13F -2,076 shares

    0.31% of the 13F portfolio, value $25,124,203.

    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 487,287 shares
    Change vs previous 13F +46 shares

    0.32% of the 13F portfolio, value $22,858,660.

    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 487,241 shares
    Change vs previous 13F +1,338 shares

    0.32% of the 13F portfolio, value $22,807,731.

    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 485,903 shares
    Change vs previous 13F -223 shares

    0.32% of the 13F portfolio, value $22,745,099.

    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 486,126 shares
    Change vs previous 13F -4,603 shares

    0.31% of the 13F portfolio, value $20,777,007.

    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 490,729 shares
    Change vs previous 13F -17,447 shares

    0.33% of the 13F portfolio, value $19,319,983.

    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 508,176 shares
    Change vs previous 13F -14,460 shares

    0.33% of the 13F portfolio, value $19,498,696.

    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 522,636 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $21,574,400.

    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).