Skip to content
Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: MSFT position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 148,926 MSFT 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 148,926 shares
    Change vs previous 13F -602 shares

    3.63% of the 13F portfolio, value $55,552,377.

    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 149,528 shares
    Change vs previous 13F -17,913 shares

    4.02% of the 13F portfolio, value $55,350,780.

    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 167,441 shares
    Change vs previous 13F -646 shares

    5.18% of the 13F portfolio, value $80,977,761.

    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 168,087 shares
    Change vs previous 13F -3,178 shares

    5.67% of the 13F portfolio, value $87,060,602.

    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 171,265 shares
    Change vs previous 13F -28,688 shares

    5.79% of the 13F portfolio, value $85,188,760.

    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 199,953 shares
    Change vs previous 13F +2,171 shares

    5.27% of the 13F portfolio, value $75,060,206.

    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 197,782 shares
    Change vs previous 13F +8,695 shares

    5.79% of the 13F portfolio, value $83,364,959.

    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 189,087 shares
    Change vs previous 13F not available

    5.55% of the 13F portfolio, value $81,364,262.

    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).