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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: PTC position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 51,228 PTC 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 51,228 shares
    Change vs previous 13F -335 shares

    0.47% of the 13F portfolio, value $7,187,288.

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

  2. period ended2026-06-30
    13F 51,563 shares
    Change vs previous 13F -1,278 shares

    0.38% of the 13F portfolio, value $5,858,073.

    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 52,841 shares
    Change vs previous 13F +2,112 shares

    0.55% of the 13F portfolio, value $7,529,314.

    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 50,729 shares
    Change vs previous 13F -16,925 shares

    0.57% of the 13F portfolio, value $8,837,499.

    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 67,654 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $13,735,115.

    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).