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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: WM position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 119,266 WM 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 119,266 shares
    Change vs previous 13F -793 shares

    1.6% of the 13F portfolio, value $24,320,723.

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

  2. period ended2026-06-30
    13F 120,059 shares
    Change vs previous 13F -930 shares

    1.75% of the 13F portfolio, value $26,758,750.

    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 120,989 shares
    Change vs previous 13F -11,184 shares

    2.02% of the 13F portfolio, value $27,802,062.

    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 132,173 shares
    Change vs previous 13F -2,235 shares

    1.86% of the 13F portfolio, value $29,039,836.

    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 134,408 shares
    Change vs previous 13F -2,967 shares

    1.93% of the 13F portfolio, value $29,681,425.

    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 137,375 shares
    Change vs previous 13F -323 shares

    2.13% of the 13F portfolio, value $31,434,154.

    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 137,698 shares
    Change vs previous 13F +2,283 shares

    2.24% of the 13F portfolio, value $31,878,513.

    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 135,415 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $27,325,393.

    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).