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BALDWIN WEALTH PARTNERS LLC/MA: IBM position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 76,411 IBM 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 76,411 shares
    Change vs previous 13F -5,149 shares

    1.11% of the 13F portfolio, value $16,805,071.

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

  2. period ended2026-06-30
    13F 81,560 shares
    Change vs previous 13F -890 shares

    1.5% of the 13F portfolio, value $22,935,488.

    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 82,450 shares
    Change vs previous 13F -1,420 shares

    1.45% of the 13F portfolio, value $19,985,056.

    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 83,870 shares
    Change vs previous 13F -280 shares

    1.59% of the 13F portfolio, value $24,843,133.

    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 84,150 shares
    Change vs previous 13F -106 shares

    1.55% of the 13F portfolio, value $23,743,764.

    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 84,256 shares
    Change vs previous 13F -245 shares

    1.69% of the 13F portfolio, value $24,836,984.

    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 84,501 shares
    Change vs previous 13F -2,655 shares

    1.47% of the 13F portfolio, value $21,012,019.

    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 87,156 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $19,159,504.

    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).