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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: SCHB position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 10,750 SCHB 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 10,750 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $315,083.

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

  2. period ended2026-06-30
    13F 10,750 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $311,320.

    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 10,750 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $269,825.

    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 10,751 shares
    Change vs previous 13F -5,509 shares

    0.02% of the 13F portfolio, value $281,988.

    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 16,260 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $418,034.

    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 16,260 shares
    Change vs previous 13F +17 shares

    0.03% of the 13F portfolio, value $387,466.

    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 16,243 shares
    Change vs previous 13F +17 shares

    0.02% of the 13F portfolio, value $349,712.

    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 16,226 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $368,327.

    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).