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BALDWIN WEALTH PARTNERS LLC/MA: KLAC position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 221,227 KLAC 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 221,227 shares
    Change vs previous 13F -1,105 shares

    2.84% of the 13F portfolio, value $43,123,779.

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

  2. period ended2026-06-30
    13F 222,332 shares
    Change vs previous 13F +195,780 shares

    4.39% of the 13F portfolio, value $67,079,788.

    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 26,552 shares
    Change vs previous 13F -4,112 shares

    2.84% of the 13F portfolio, value $39,095,430.

    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 30,664 shares
    Change vs previous 13F -6,559 shares

    2.38% of the 13F portfolio, value $37,259,638.

    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 37,223 shares
    Change vs previous 13F -912 shares

    2.62% of the 13F portfolio, value $40,149,105.

    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 38,135 shares
    Change vs previous 13F -443 shares

    2.32% of the 13F portfolio, value $34,159,278.

    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 38,578 shares
    Change vs previous 13F +471 shares

    1.84% of the 13F portfolio, value $26,225,357.

    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 38,107 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $24,011,983.

    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).