Skip to content
Disclosery

Ballentine Partners, LLC: UMC position timeline

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

Ballentine Partners, LLC held 192,689 UMC 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 192,689 shares
    Change vs previous 13F +30,595 shares

    0.06% of the 13F portfolio, value $5,243,068.

    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 162,094 shares
    Change vs previous 13F +6,989 shares

    0.02% of the 13F portfolio, value $1,455,605.

    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 155,105 shares
    Change vs previous 13F -8,031 shares

    0.02% of the 13F portfolio, value $1,219,126.

    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 163,136 shares
    Change vs previous 13F -20,118 shares

    0.02% of the 13F portfolio, value $1,236,571.

    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 183,254 shares
    Change vs previous 13F +25,431 shares

    0.02% of the 13F portfolio, value $1,401,893.

    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 157,823 shares
    Change vs previous 13F +38,299 shares

    0.02% of the 13F portfolio, value $1,128,434.

    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 119,524 shares
    Change vs previous 13F -13,256 shares

    0.01% of the 13F portfolio, value $775,711.

    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 132,780 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,118,008.

    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).