Skip to content
Disclosery

Ballentine Partners, LLC: XYZ position timeline

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

Ballentine Partners, LLC held 6,526 XYZ 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 6,526 shares
    Change vs previous 13F +391 shares

    0.01% of the 13F portfolio, value $495,976.

    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 6,135 shares
    Change vs previous 13F -355 shares

    0.01% of the 13F portfolio, value $369,205.

    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 6,490 shares
    Change vs previous 13F -440 shares

    0.01% of the 13F portfolio, value $422,434.

    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 6,930 shares
    Change vs previous 13F +381 shares

    0.01% of the 13F portfolio, value $500,831.

    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 6,549 shares
    Change vs previous 13F -234 shares

    0.01% of the 13F portfolio, value $444,873.

    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 6,783 shares
    Change vs previous 13F -809 shares

    0.01% of the 13F portfolio, value $368,521.

    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 7,592 shares
    Change vs previous 13F +1,162 shares

    0.01% of the 13F portfolio, value $645,244.

    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 6,430 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $431,647.

    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).