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BALDWIN WEALTH PARTNERS LLC/MA: PM position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 24,282 PM 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 24,282 shares
    Change vs previous 13F -1,510 shares

    0.31% of the 13F portfolio, value $4,633,491.

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

  2. period ended2026-06-30
    13F 25,792 shares
    Change vs previous 13F -332 shares

    0.31% of the 13F portfolio, value $4,666,030.

    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 26,124 shares
    Change vs previous 13F -667 shares

    0.31% of the 13F portfolio, value $4,319,342.

    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 26,791 shares
    Change vs previous 13F -410 shares

    0.27% of the 13F portfolio, value $4,297,277.

    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 27,201 shares
    Change vs previous 13F -250 shares

    0.29% of the 13F portfolio, value $4,412,002.

    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 27,451 shares
    Change vs previous 13F -141 shares

    0.34% of the 13F portfolio, value $4,999,651.

    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 27,592 shares
    Change vs previous 13F -3,080 shares

    0.31% of the 13F portfolio, value $4,379,678.

    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 30,672 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,691,375.

    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).