Ballentine Partners, LLC LAND — GLADSTONE LD CORP

Ownership history in Ballentine Partners, LLC  ·  6 quarters on record

AI Ownership Summary

Ballentine Partners, LLC reported GLADSTONE LD CORP (LAND) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows LAND at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LAND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ballentine Partners, LLC's position in GLADSTONE LD CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LAND was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LAND stock page Ballentine Partners, LLC fund profile Ballentine Partners, LLC full holdings
How Ballentine Partners, LLC held LAND — position size vs. price
% of Fund (quarterly)    LAND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 20,170 -10,257 -33.7% 0.00% $172K 2026-07-17 $8.76
2026 Q1 REDUCED 19.7% -14.3% ✅ 30,427 -7,479 -19.7% 0.00% $310K 2026-05-14 $9.34
2025 Q4 REDUCED 30.9% +13.1% ❌ 37,906 -16,921 -30.9% 0.00% $347K 2026-02-03 $10.74
2025 Q3 ADDED — — — 54,827 +14,962 +37.5% 0.01% $502K 2025-11-03 $8.81
2025 Q2 ADDED — — — 39,865 +21,377 +115.6% 0.01% $405K 2025-07-15 $9.63
2024 Q3 INITIATED — — — 18,488 — — 0.00% $257K 2024-10-23 $12.17

🏢 Other funds also holding LAND

As of 2026 Q2 — sorted by position size

Corecam Pte. Ltd. 0.06% Gilman Hill Asset Management, LLC 3Y 7Y 0.02% LRI Investments, LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% Ritter Daniher Financial Advisory LLC / DE 3Y 0.0% WOLFF WIESE MAGANA LLC 3Y 0.0% MARYLAND CAPITAL ADVISORS INC. 3Y 0.0% ADIRONDACK TRUST CO 3Y 7Y 0.0% Allied Private Wealth LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Ballentine Partners, LLC and LAND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ballentine Partners, LLC reported owning LAND?

Ballentine Partners, LLC reported LAND across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported LAND position in Ballentine Partners, LLC's portfolio?

The largest reported portfolio weight for LAND was 0.01% in 2025 Q3.

What is the latest reported LAND position on this page?

The most recent filing on this page is 2026 Q2, when Ballentine Partners, LLC reported 20,170 shares, equal to 0.00% of portfolio, with an estimated market value of $172K.

What does the chart on this LAND ownership page compare?

The chart compares Ballentine Partners, LLC's quarterly LAND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ballentine Partners, LLC time their LAND position?

Based on 13F filing dates vs. subsequent LAND price moves, Ballentine Partners, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on LAND relative to SPY over the holding period was -24.6%.

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