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BALDWIN WEALTH PARTNERS LLC/MA: TIP position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 397,604 TIP 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 397,604 shares
    Change vs previous 13F +3,371 shares

    2.84% of the 13F portfolio, value $43,509,806.

    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 394,233 shares
    Change vs previous 13F -66,178 shares

    3.16% of the 13F portfolio, value $43,507,554.

    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 460,411 shares
    Change vs previous 13F +17,036 shares

    3.24% of the 13F portfolio, value $50,603,780.

    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 443,375 shares
    Change vs previous 13F -13,849 shares

    3.21% of the 13F portfolio, value $49,312,181.

    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 457,224 shares
    Change vs previous 13F -891 shares

    3.42% of the 13F portfolio, value $50,312,972.

    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 458,115 shares
    Change vs previous 13F +28,932 shares

    3.57% of the 13F portfolio, value $50,891,947.

    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 429,183 shares
    Change vs previous 13F +147,849 shares

    3.18% of the 13F portfolio, value $45,729,402.

    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 281,334 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $31,078,913.

    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).