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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: V position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 110,477 V 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 110,477 shares
    Change vs previous 13F -442 shares

    2.62% of the 13F portfolio, value $39,697,700.

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

  2. period ended2026-06-30
    13F 110,919 shares
    Change vs previous 13F -941 shares

    2.49% of the 13F portfolio, value $38,055,200.

    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 111,860 shares
    Change vs previous 13F -7,998 shares

    2.46% of the 13F portfolio, value $33,808,566.

    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 119,858 shares
    Change vs previous 13F -1,682 shares

    2.69% of the 13F portfolio, value $42,035,230.

    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 121,540 shares
    Change vs previous 13F -2,449 shares

    2.7% of the 13F portfolio, value $41,491,160.

    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 123,989 shares
    Change vs previous 13F -2,073 shares

    2.99% of the 13F portfolio, value $44,022,380.

    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 126,062 shares
    Change vs previous 13F +142 shares

    3.1% of the 13F portfolio, value $44,179,679.

    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 125,920 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $39,795,858.

    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).