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Disclosery

Ballentine Partners, LLC: XYL position timeline

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

Ballentine Partners, LLC held 17,674 XYL 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 17,674 shares
    Change vs previous 13F -552 shares

    0.03% of the 13F portfolio, value $2,089,244.

    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 18,226 shares
    Change vs previous 13F -118 shares

    0.03% of the 13F portfolio, value $2,178,008.

    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 18,344 shares
    Change vs previous 13F +1,313 shares

    0.04% of the 13F portfolio, value $2,498,085.

    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 17,031 shares
    Change vs previous 13F +1,170 shares

    0.03% of the 13F portfolio, value $2,512,074.

    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 15,861 shares
    Change vs previous 13F -1,227 shares

    0.03% of the 13F portfolio, value $2,051,779.

    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 17,088 shares
    Change vs previous 13F +8,066 shares

    0.04% of the 13F portfolio, value $2,041,332.

    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 9,022 shares
    Change vs previous 13F +504 shares

    0.02% of the 13F portfolio, value $1,046,733.

    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 8,518 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,150,185.

    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).