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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: WAT position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 19,597 WAT 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 19,597 shares
    Change vs previous 13F -770 shares

    0.57% of the 13F portfolio, value $8,610,726.

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

  2. period ended2026-06-30
    13F 20,367 shares
    Change vs previous 13F -1,263 shares

    0.5% of the 13F portfolio, value $7,638,440.

    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 21,630 shares
    Change vs previous 13F -1,167 shares

    0.47% of the 13F portfolio, value $6,441,414.

    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 22,797 shares
    Change vs previous 13F -531 shares

    0.55% of the 13F portfolio, value $8,658,985.

    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 23,328 shares
    Change vs previous 13F -1,004 shares

    0.46% of the 13F portfolio, value $6,993,968.

    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 24,332 shares
    Change vs previous 13F -1,181 shares

    0.58% of the 13F portfolio, value $8,492,841.

    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 25,513 shares
    Change vs previous 13F -1,722 shares

    0.66% of the 13F portfolio, value $9,403,326.

    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 27,235 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $10,103,640.

    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).