Skip to content
Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: SPY position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 4,737 SPY 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 4,737 shares
    Change vs previous 13F +1,225 shares

    0.24% of the 13F portfolio, value $3,612,578.

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

  2. period ended2026-06-30
    13F 3,512 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,622,656.

    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 3,512 shares
    Change vs previous 13F -49 shares

    0.17% of the 13F portfolio, value $2,283,994.

    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 3,561 shares
    Change vs previous 13F -436 shares

    0.16% of the 13F portfolio, value $2,428,317.

    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 3,997 shares
    Change vs previous 13F +43 shares

    0.17% of the 13F portfolio, value $2,662,721.

    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 3,954 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,442,979.

    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 3,954 shares
    Change vs previous 13F -10 shares

    0.16% of the 13F portfolio, value $2,211,828.

    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 3,964 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,323,221.

    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).