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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALDWIN WEALTH PARTNERS LLC/MA on ADI, newest first. How the timeline and the estimate are built.

BALDWIN WEALTH PARTNERS LLC/MA held 60,917 ADI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 60,917 shares
    Change vs previous 13F -1,122 shares

    1.59% of the 13F portfolio, value $24,166,383.

    13F-HR 0001193125-26-419624 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Accepted , ingested

  2. period ended2026-06-30
    13F 62,039 shares
    Change vs previous 13F -2,292 shares

    1.61% of the 13F portfolio, value $24,640,030.

    13F-HR 0001193125-26-302682 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 64,331 shares
    Change vs previous 13F -3,239 shares

    1.49% of the 13F portfolio, value $20,466,264.

    13F-HR 0001193125-26-154830 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 67,570 shares
    Change vs previous 13F -802 shares

    1.17% of the 13F portfolio, value $18,324,881.

    13F-HR 0001193125-26-005964 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 68,372 shares
    Change vs previous 13F -1,010 shares

    1.09% of the 13F portfolio, value $16,798,907.

    13F-HR 0001193125-25-238383 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 69,382 shares
    Change vs previous 13F -14,347 shares

    1.12% of the 13F portfolio, value $16,514,364.

    13F-HR 0000950123-25-006571 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 83,729 shares
    Change vs previous 13F -1,724 shares

    1.18% of the 13F portfolio, value $16,885,601.

    13F-HR 0000950123-25-003482 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 85,453 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $18,155,439.

    13F-HR 0000950123-25-000483 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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