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BALDWIN WEALTH PARTNERS LLC/MA: TD position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 34,675 TD 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 34,675 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $4,075,353.

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

  2. period ended2026-06-30
    13F 34,675 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $4,210,585.

    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 34,675 shares
    Change vs previous 13F -200 shares

    0.24% of the 13F portfolio, value $3,235,524.

    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 34,875 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $3,285,225.

    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 34,875 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $2,788,256.

    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 34,875 shares
    Change vs previous 13F -11,500 shares

    0.17% of the 13F portfolio, value $2,561,569.

    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 46,375 shares
    Change vs previous 13F -400 shares

    0.2% of the 13F portfolio, value $2,779,718.

    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 46,775 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,490,301.

    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).