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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: HIFS position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 3,006 HIFS 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 3,006 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $849,466.

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

  2. period ended2026-06-30
    13F 3,006 shares
    Change vs previous 13F -175 shares

    0.06% of the 13F portfolio, value $923,293.

    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 3,181 shares
    Change vs previous 13F -114 shares

    0.07% of the 13F portfolio, value $909,257.

    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 3,295 shares
    Change vs previous 13F -86 shares

    0.06% of the 13F portfolio, value $935,648.

    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 3,381 shares
    Change vs previous 13F -35 shares

    0.06% of the 13F portfolio, value $891,840.

    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 3,416 shares
    Change vs previous 13F -757 shares

    0.06% of the 13F portfolio, value $848,364.

    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 4,173 shares
    Change vs previous 13F -1,065 shares

    0.07% of the 13F portfolio, value $992,339.

    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 5,238 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,331,185.

    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).