Skip to content
Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: CLOZ position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 9,098 CLOZ 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 9,098 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $239,277.

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

  2. period ended2026-06-30
    13F 9,098 shares
    Change vs previous 13F -5,341 shares

    0.02% of the 13F portfolio, value $240,369.

    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 14,439 shares
    Change vs previous 13F -11,159 shares

    0.03% of the 13F portfolio, value $370,360.

    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 25,598 shares
    Change vs previous 13F -1,943 shares

    0.04% of the 13F portfolio, value $677,835.

    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 27,541 shares
    Change vs previous 13F -1,271 shares

    0.05% of the 13F portfolio, value $738,650.

    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 28,812 shares
    Change vs previous 13F -2,119 shares

    0.05% of the 13F portfolio, value $770,433.

    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 30,931 shares
    Change vs previous 13F -10,616 shares

    0.06% of the 13F portfolio, value $821,837.

    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 41,547 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,119,692.

    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).