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BALDWIN WEALTH PARTNERS LLC/MA: AJG position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 67,882 AJG 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 67,882 shares
    Change vs previous 13F -492 shares

    1.02% of the 13F portfolio, value $15,484,563.

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

  2. period ended2026-06-30
    13F 68,374 shares
    Change vs previous 13F -560 shares

    1.03% of the 13F portfolio, value $15,696,619.

    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 68,934 shares
    Change vs previous 13F -7,031 shares

    1.08% of the 13F portfolio, value $14,929,726.

    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 75,965 shares
    Change vs previous 13F -864 shares

    1.26% of the 13F portfolio, value $19,658,997.

    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 76,829 shares
    Change vs previous 13F -1,888 shares

    1.55% of the 13F portfolio, value $23,797,032.

    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 78,717 shares
    Change vs previous 13F -1,107 shares

    1.71% of the 13F portfolio, value $25,198,871.

    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 79,824 shares
    Change vs previous 13F +155 shares

    1.93% of the 13F portfolio, value $27,558,363.

    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 79,669 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $22,614,020.

    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).