Number of Shares
1,029
Previous 998 3.11%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025

BUY
N/A
31 Added 3.11%
1,029 $0
Q1 2025

May 01, 2025

BUY
N/A
998 New
998 $0
Q4 2023

Jan 23, 2024

SELL
N/A
-66 Reduced 4.92%
1,275 $0
Q3 2023

Oct 19, 2023

BUY
N/A
88 Added 7.02%
1,341 $0
Q2 2023

Jul 26, 2023

BUY
N/A
1,253 New
1,253 $0
Track This Portfolio

Track Ballentine Partners, LLC Portfolio

Follow Ballentine Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ballentine Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ballentine Partners, LLC with notifications on news.