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Baldwin Investment Management, LLC: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baldwin Investment Management, LLC on XLK, newest first. How the timeline and the estimate are built.

Baldwin Investment Management, LLC held 5,700 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,700 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,085,964.

    13F-HR 0001346378-26-000003 filed by Baldwin Investment Management, 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 5,700 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $757,530.

    13F-HR 0001346378-26-000002 filed by Baldwin Investment Management, 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 5,700 shares
    Change vs previous 13F +2,850 shares

    0.09% of the 13F portfolio, value $820,629.

    13F-HR 0001346378-26-000001 filed by Baldwin Investment Management, 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 2,850 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $803,301.

    13F-HR 0001346378-25-000009 filed by Baldwin Investment Management, 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 2,850 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $721,706.

    13F-HR 0001346378-25-000004 filed by Baldwin Investment Management, 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 2,850 shares
    Change vs previous 13F -345 shares

    0.07% of the 13F portfolio, value $588,468.

    13F-HR 0001346378-25-000002 filed by Baldwin Investment Management, 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 3,195 shares
    Change vs previous 13F -1,070 shares

    0.1% of the 13F portfolio, value $742,901.

    13F-HR 0001346378-25-000001 filed by Baldwin Investment Management, 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 4,265 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $962,866.

    13F-HR 0001346378-24-000009 filed by Baldwin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).