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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: IJR position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 61,263 IJR 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 61,263 shares
    Change vs previous 13F -1,964 shares

    0.55% of the 13F portfolio, value $8,334,219.

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

  2. period ended2026-06-30
    13F 63,227 shares
    Change vs previous 13F +36 shares

    0.61% of the 13F portfolio, value $9,377,196.

    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 63,191 shares
    Change vs previous 13F +60,453 shares

    0.57% of the 13F portfolio, value $7,855,273.

    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 2,738 shares
    Change vs previous 13F -195 shares

    0.02% of the 13F portfolio, value $329,053.

    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 2,933 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $348,528.

    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 2,983 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $326,012.

    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 2,983 shares
    Change vs previous 13F +663 shares

    0.02% of the 13F portfolio, value $311,932.

    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 2,320 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $267,310.

    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).