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BALDWIN WEALTH PARTNERS LLC/MA: FISV position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 36,651 FISV 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 36,651 shares
    Change vs previous 13F -5,883 shares

    0.11% of the 13F portfolio, value $1,655,892.

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

  2. period ended2026-06-30
    13F 42,534 shares
    Change vs previous 13F -11,306 shares

    0.14% of the 13F portfolio, value $2,086,293.

    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 53,840 shares
    Change vs previous 13F -4,913 shares

    0.22% of the 13F portfolio, value $3,004,272.

    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 58,753 shares
    Change vs previous 13F -17,819 shares

    0.25% of the 13F portfolio, value $3,946,439.

    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 76,572 shares
    Change vs previous 13F -747 shares

    0.64% of the 13F portfolio, value $9,872,428.

    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 77,319 shares
    Change vs previous 13F -3,248 shares

    0.91% of the 13F portfolio, value $13,330,569.

    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 80,567 shares
    Change vs previous 13F -2,742 shares

    1.25% of the 13F portfolio, value $17,791,611.

    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 83,309 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $17,113,335.

    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).