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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: EW position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 3,220 EW 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 3,220 shares
    Change vs previous 13F -222 shares

    0.02% of the 13F portfolio, value $277,950.

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

  2. period ended2026-06-30
    13F 3,442 shares
    Change vs previous 13F -111 shares

    0.02% of the 13F portfolio, value $311,363.

    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 3,553 shares
    Change vs previous 13F -800 shares

    0.02% of the 13F portfolio, value $284,524.

    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 4,353 shares
    Change vs previous 13F -720 shares

    0.02% of the 13F portfolio, value $371,093.

    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 5,073 shares
    Change vs previous 13F -540 shares

    0.03% of the 13F portfolio, value $394,527.

    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 5,613 shares
    Change vs previous 13F -1,035 shares

    0.03% of the 13F portfolio, value $438,993.

    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 6,648 shares
    Change vs previous 13F -340 shares

    0.03% of the 13F portfolio, value $481,847.

    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 6,988 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $517,322.

    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).