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BALDWIN WEALTH PARTNERS LLC/MA: PEP position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 14,233 PEP 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 14,233 shares
    Change vs previous 13F -2,167 shares

    0.12% of the 13F portfolio, value $1,803,606.

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

  2. period ended2026-06-30
    13F 16,400 shares
    Change vs previous 13F -2,292 shares

    0.15% of the 13F portfolio, value $2,220,560.

    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 18,692 shares
    Change vs previous 13F -7,436 shares

    0.21% of the 13F portfolio, value $2,902,681.

    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 26,128 shares
    Change vs previous 13F -5,852 shares

    0.24% of the 13F portfolio, value $3,749,884.

    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 31,980 shares
    Change vs previous 13F -131,763 shares

    0.29% of the 13F portfolio, value $4,491,264.

    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 163,743 shares
    Change vs previous 13F -4,329 shares

    1.47% of the 13F portfolio, value $21,620,622.

    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 168,072 shares
    Change vs previous 13F +89 shares

    1.77% of the 13F portfolio, value $25,200,720.

    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 167,983 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $25,543,479.

    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).