BALDWIN WEALTH PARTNERS LLC/MA: IWR position timeline

BALDWIN WEALTH PARTNERS LLC/MA held 0 IWR shares at 2025-12-31 per its 13F-HR filed 2026-01-07.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -2,396 shares

   13F-HR 0001193125-26-005964 filed by BALDWIN WEALTH PARTNERS LLC/MA
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 2,396 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $231,334.

   13F-HR 0001193125-25-238383 filed by BALDWIN WEALTH PARTNERS LLC/MA
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 2,396 shares

   Change vs previous 13F -57 shares

   0.01% of the 13F portfolio, value $220,360.

   13F-HR 0000950123-25-006571 filed by BALDWIN WEALTH PARTNERS LLC/MA
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 2,453 shares

   Change vs previous 13F -59 shares

   0.01% of the 13F portfolio, value $208,677.

   13F-HR 0000950123-25-003482 filed by BALDWIN WEALTH PARTNERS LLC/MA
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 2,512 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $222,061.

   13F-HR 0000950123-25-000483 filed by BALDWIN WEALTH PARTNERS LLC/MA
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).