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BALDWIN WEALTH PARTNERS LLC/MA: URI position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 23,376 URI 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 23,376 shares
    Change vs previous 13F -521 shares

    1.54% of the 13F portfolio, value $23,394,233.

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

  2. period ended2026-06-30
    13F 23,897 shares
    Change vs previous 13F -6,220 shares

    1.77% of the 13F portfolio, value $27,072,672.

    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 30,117 shares
    Change vs previous 13F -6,027 shares

    1.59% of the 13F portfolio, value $21,942,042.

    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 36,144 shares
    Change vs previous 13F +387 shares

    1.87% of the 13F portfolio, value $29,252,113.

    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 35,757 shares
    Change vs previous 13F -557 shares

    2.22% of the 13F portfolio, value $34,135,837.

    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 36,314 shares
    Change vs previous 13F -58 shares

    1.86% of the 13F portfolio, value $27,358,943.

    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 36,372 shares
    Change vs previous 13F +763 shares

    1.6% of the 13F portfolio, value $22,794,604.

    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 35,609 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $25,084,508.

    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).