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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: META position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 4,402 META shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,402 shares
    Change vs previous 13F -604 shares

    0.16% of the 13F portfolio, value $2,479,603.

    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).

  2. period ended2026-03-31
    13F 5,006 shares
    Change vs previous 13F -563 shares

    0.21% of the 13F portfolio, value $2,864,083.

    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).

  3. period ended2025-12-31
    13F 5,569 shares
    Change vs previous 13F +94 shares

    0.24% of the 13F portfolio, value $3,676,041.

    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).

  4. period ended2025-09-30
    13F 5,475 shares
    Change vs previous 13F -34 shares

    0.26% of the 13F portfolio, value $4,020,731.

    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).

  5. period ended2025-06-30
    13F 5,509 shares
    Change vs previous 13F +7 shares

    0.28% of the 13F portfolio, value $4,066,138.

    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).

  6. period ended2025-03-31
    13F 5,502 shares
    Change vs previous 13F -91 shares

    0.22% of the 13F portfolio, value $3,171,133.

    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).

  7. period ended2024-12-31
    13F 5,593 shares
    Change vs previous 13F -35 shares

    0.23% of the 13F portfolio, value $3,274,757.

    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).

  8. period ended2024-09-30
    13F 5,628 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,221,692.

    13F-HR 0000950123-24-009702 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).