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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: EPD position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 181,408 EPD 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 181,408 shares
    Change vs previous 13F -1,512 shares

    0.43% of the 13F portfolio, value $6,459,939.

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

  2. period ended2026-06-30
    13F 182,920 shares
    Change vs previous 13F +1,194 shares

    0.44% of the 13F portfolio, value $6,724,139.

    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 181,726 shares
    Change vs previous 13F -60,809 shares

    0.5% of the 13F portfolio, value $6,876,512.

    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 242,535 shares
    Change vs previous 13F -4,195 shares

    0.5% of the 13F portfolio, value $7,775,672.

    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 246,730 shares
    Change vs previous 13F -10,300 shares

    0.5% of the 13F portfolio, value $7,715,247.

    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 257,030 shares
    Change vs previous 13F -1,794 shares

    0.54% of the 13F portfolio, value $7,970,500.

    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 258,824 shares
    Change vs previous 13F -1,000 shares

    0.62% of the 13F portfolio, value $8,836,251.

    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 259,824 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $8,148,081.

    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).