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Disclosery

Ballentine Partners, LLC: UPS position timeline

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

Ballentine Partners, LLC held 12,795 UPS 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 12,795 shares
    Change vs previous 13F +363 shares

    0.02% of the 13F portfolio, value $1,375,463.

    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 12,432 shares
    Change vs previous 13F -152 shares

    0.02% of the 13F portfolio, value $1,223,060.

    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 12,584 shares
    Change vs previous 13F +1,523 shares

    0.02% of the 13F portfolio, value $1,248,207.

    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 11,061 shares
    Change vs previous 13F -1,927 shares

    0.01% of the 13F portfolio, value $923,925.

    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 12,988 shares
    Change vs previous 13F +75 shares

    0.02% of the 13F portfolio, value $1,311,008.

    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 12,913 shares
    Change vs previous 13F +614 shares

    0.02% of the 13F portfolio, value $1,420,301.

    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 12,299 shares
    Change vs previous 13F -1,183 shares

    0.03% of the 13F portfolio, value $1,550,904.

    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 13,482 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,838,136.

    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).