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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: COST position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 24,263 COST 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 24,263 shares
    Change vs previous 13F +11 shares

    1.46% of the 13F portfolio, value $22,087,580.

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

  2. period ended2026-06-30
    13F 24,252 shares
    Change vs previous 13F -132 shares

    1.48% of the 13F portfolio, value $22,687,019.

    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 24,384 shares
    Change vs previous 13F -12,860 shares

    1.77% of the 13F portfolio, value $24,296,949.

    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 37,244 shares
    Change vs previous 13F -539 shares

    2.05% of the 13F portfolio, value $32,117,123.

    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 37,783 shares
    Change vs previous 13F -511 shares

    2.28% of the 13F portfolio, value $34,973,219.

    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 38,294 shares
    Change vs previous 13F -368 shares

    2.57% of the 13F portfolio, value $37,908,832.

    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 38,662 shares
    Change vs previous 13F +89 shares

    2.57% of the 13F portfolio, value $36,565,746.

    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 38,573 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $35,343,283.

    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).