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Disclosery

Ballentine Partners, LLC: TOST position timeline

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

Ballentine Partners, LLC held 8,027 TOST 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 8,027 shares
    Change vs previous 13F +187 shares

    <0.01% of the 13F portfolio, value $223,312.

    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 7,840 shares
    Change vs previous 13F +290 shares

    <0.01% of the 13F portfolio, value $207,838.

    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 7,550 shares
    Change vs previous 13F -283 shares

    <0.01% of the 13F portfolio, value $268,101.

    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 7,833 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $285,983.

    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 7,868 shares
    Change vs previous 13F +957 shares

    0.01% of the 13F portfolio, value $348,474.

    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 6,911 shares
    Change vs previous 13F -86 shares

    <0.01% of the 13F portfolio, value $229,238.

    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 6,997 shares
    Change vs previous 13F -323 shares

    <0.01% of the 13F portfolio, value $255,040.

    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 7,320 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $207,229.

    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).