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BALDWIN WEALTH PARTNERS LLC/MA: REG position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 146,695 REG 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 146,695 shares
    Change vs previous 13F +2,629 shares

    0.76% of the 13F portfolio, value $11,697,459.

    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 144,066 shares
    Change vs previous 13F -14,806 shares

    0.79% of the 13F portfolio, value $10,900,034.

    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 158,872 shares
    Change vs previous 13F -338 shares

    0.7% of the 13F portfolio, value $10,966,935.

    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 159,210 shares
    Change vs previous 13F -5,413 shares

    0.76% of the 13F portfolio, value $11,606,410.

    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 164,623 shares
    Change vs previous 13F -4,538 shares

    0.8% of the 13F portfolio, value $11,726,091.

    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 169,161 shares
    Change vs previous 13F +1,873 shares

    0.88% of the 13F portfolio, value $12,477,315.

    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 167,288 shares
    Change vs previous 13F +11,470 shares

    0.86% of the 13F portfolio, value $12,367,602.

    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 155,818 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $11,254,786.

    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).