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BALDWIN WEALTH PARTNERS LLC/MA: PSF position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 154,833 PSF 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 154,833 shares
    Change vs previous 13F -2,320 shares

    0.19% of the 13F portfolio, value $2,808,671.

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

  2. period ended2026-06-30
    13F 157,153 shares
    Change vs previous 13F -3,664 shares

    0.21% of the 13F portfolio, value $3,163,490.

    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 160,817 shares
    Change vs previous 13F -8,127 shares

    0.23% of the 13F portfolio, value $3,118,242.

    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 168,944 shares
    Change vs previous 13F +107 shares

    0.22% of the 13F portfolio, value $3,426,188.

    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 168,837 shares
    Change vs previous 13F -1,517 shares

    0.23% of the 13F portfolio, value $3,508,427.

    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 170,354 shares
    Change vs previous 13F +249 shares

    0.23% of the 13F portfolio, value $3,430,932.

    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 170,105 shares
    Change vs previous 13F -1,629 shares

    0.24% of the 13F portfolio, value $3,400,402.

    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 171,734 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,395,177.

    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).