Skip to content
Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: BX position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 216,044 BX 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 216,044 shares
    Change vs previous 13F -1,653 shares

    1.6% of the 13F portfolio, value $24,216,372.

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

  2. period ended2026-06-30
    13F 217,697 shares
    Change vs previous 13F +2,808 shares

    1.67% of the 13F portfolio, value $25,616,406.

    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 214,889 shares
    Change vs previous 13F -18,441 shares

    1.8% of the 13F portfolio, value $24,710,086.

    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 233,330 shares
    Change vs previous 13F -740 shares

    2.3% of the 13F portfolio, value $35,965,537.

    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 234,070 shares
    Change vs previous 13F -3,934 shares

    2.6% of the 13F portfolio, value $39,990,916.

    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 238,004 shares
    Change vs previous 13F -6,446 shares

    2.42% of the 13F portfolio, value $35,600,657.

    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 244,450 shares
    Change vs previous 13F +767 shares

    2.4% of the 13F portfolio, value $34,169,202.

    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 243,683 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $42,015,835.

    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).