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Disclosery

Ballentine Partners, LLC: WM position timeline

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

Ballentine Partners, LLC held 12,068 WM 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 12,068 shares
    Change vs previous 13F -910 shares

    0.03% of the 13F portfolio, value $2,689,726.

    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 12,978 shares
    Change vs previous 13F +1,616 shares

    0.04% of the 13F portfolio, value $2,982,223.

    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 11,362 shares
    Change vs previous 13F +767 shares

    0.04% of the 13F portfolio, value $2,496,349.

    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 10,595 shares
    Change vs previous 13F -94 shares

    0.03% of the 13F portfolio, value $2,339,696.

    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 10,689 shares
    Change vs previous 13F +352 shares

    0.04% of the 13F portfolio, value $2,445,857.

    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 10,337 shares
    Change vs previous 13F +75 shares

    0.04% of the 13F portfolio, value $2,393,119.

    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 10,262 shares
    Change vs previous 13F +73 shares

    0.04% of the 13F portfolio, value $2,070,769.

    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 10,189 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,115,236.

    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).