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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: JBND position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 1,486,872 JBND 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 1,486,872 shares
    Change vs previous 13F +16,775 shares

    5.01% of the 13F portfolio, value $76,008,897.

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

  2. period ended2026-06-30
    13F 1,470,097 shares
    Change vs previous 13F +865 shares

    5.14% of the 13F portfolio, value $78,650,190.

    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 1,469,232 shares
    Change vs previous 13F +12,615 shares

    5.74% of the 13F portfolio, value $79,000,605.

    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 1,456,617 shares
    Change vs previous 13F +53,745 shares

    5.04% of the 13F portfolio, value $78,759,269.

    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 1,402,872 shares
    Change vs previous 13F +59,131 shares

    4.95% of the 13F portfolio, value $75,979,548.

    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 1,343,741 shares
    Change vs previous 13F -8,396 shares

    4.89% of the 13F portfolio, value $72,011,074.

    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 1,352,137 shares
    Change vs previous 13F +596,750 shares

    5.08% of the 13F portfolio, value $72,366,351.

    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 755,387 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $39,468,971.

    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).