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BALDWIN WEALTH PARTNERS LLC/MA: XLE position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 7,383 XLE 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 7,383 shares
    Change vs previous 13F -4,356 shares

    0.03% of the 13F portfolio, value $392,111.

    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 11,739 shares
    Change vs previous 13F +3,266 shares

    0.05% of the 13F portfolio, value $719,131.

    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 8,473 shares
    Change vs previous 13F +2,666 shares

    0.02% of the 13F portfolio, value $378,827.

    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 5,807 shares
    Change vs previous 13F -1,378 shares

    0.03% of the 13F portfolio, value $518,796.

    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 7,185 shares
    Change vs previous 13F -3,810 shares

    0.04% of the 13F portfolio, value $609,382.

    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 10,995 shares
    Change vs previous 13F -1,846 shares

    0.07% of the 13F portfolio, value $1,027,524.

    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 12,841 shares
    Change vs previous 13F -2,520 shares

    0.08% of the 13F portfolio, value $1,099,943.

    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 15,361 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,348,712.

    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).