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Baldwin Wealth Partners LLCGrowthConcentrated trader

CIK: 0001021258 | Marion, MA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR274$1.5B2026-10-13SEC ↗
Q2 2026
13F-HR284$1.5B2026-07-14SEC ↗
Q1 2026
13F-HR271$1.4B2026-04-14SEC ↗
Q4 2025
13F-HR292$1.6B2026-01-07SEC ↗
Q3 2025
13F-HR261$1.5B2025-10-14SEC ↗
Q2 2025
13F-HR248$1.5B2025-07-24SEC ↗
Q1 2025
13F-HR253$1.4B2025-04-14SEC ↗
Q4 2024
13F-HR292$1.4B2025-01-22SEC ↗
Q3 2024
13F-HR1161$1.5B2024-10-16SEC ↗
Q2 2024
13F-HR854$1.3B2024-07-12SEC ↗
Q1 2024
13F-HR767$1.3B2024-04-12SEC ↗
Q4 2023
13F-HR801$1.3B2024-01-08SEC ↗
Q3 2023
13F-HR833$1.2B2023-10-10SEC ↗
Q2 2023
13F-HR842$1.2B2023-07-14SEC ↗
Q1 2023
13F-HR883$1.1B2023-04-21SEC ↗
Q4 2022
13F-HR968$1.1B2023-01-27SEC ↗
Q3 2022
13F-HR773$111.7M2022-10-14SEC ↗
Q2 2022
13F-HR798$76.3M2022-07-18SEC ↗
Q1 2022
13F-HR776$51.9M2022-04-13SEC ↗
Q4 2021
13F-HR728$52.7M2022-01-14SEC ↗
Q3 2021
13F-HR745$44.3M2021-10-27SEC ↗
Q2 2021
13F-HR763$43.3M2021-07-30SEC ↗
Q1 2021
13F-HR722$38.3M2021-04-08SEC ↗
Q4 2020
13F-HR637$45.3M2021-01-12SEC ↗
Q3 2020
13F-HR628$42.3M2020-10-16SEC ↗
Q2 2020
13F-HR621$38.7M2020-07-21SEC ↗
Q1 2020
13F-HR637$35.7M2020-04-15SEC ↗
Q4 2019
13F-HR627$53.4M2020-01-29SEC ↗
Q3 2019
13F-HR609$46.9M2019-10-10SEC ↗
Q2 2019
13F-HR602$45.1M2019-07-19SEC ↗
Q1 2019
13F-HR603$43.8M2019-04-24SEC ↗
Q4 2018
13F-HR603$28.6M2019-02-01SEC ↗
Q3 2018
13F-HR618$24.5M2018-10-26SEC ↗
Q2 2018
13F-HR518$21.5M2018-07-24SEC ↗
Q1 2018
13F-HR497$17.9M2018-04-16SEC ↗
Q4 2017
13F-HR480$18.4M2018-01-24SEC ↗
Q3 2017
13F-HR492$16.6M2017-10-26SEC ↗
Q2 2017
13F-HR482$17.7M2017-07-13SEC ↗
Q1 2017
13F-HR500$19.3M2017-04-17SEC ↗
Q4 2016
13F-HR520$12.9M2017-01-10SEC ↗
Q3 2016
13F-HR539$4.8M2016-11-08SEC ↗
Q2 2016
13F-HR522$5.1M2016-08-11SEC ↗
Q1 2016
13F-HR501$8.7M2016-05-12SEC ↗
Q4 2015
13F-HR236$8.8M2016-02-11SEC ↗
Q3 2015
13F-HR244$8.0M2015-11-12SEC ↗
Q2 2015
13F-HR251$8.7M2015-08-10SEC ↗
Q1 2015
13F-HR251$10.0M2015-05-11SEC ↗
Q4 2014
13F-HR252$17.9M2015-02-09SEC ↗
Q3 2014
13F-HR262$14.6M2014-11-13SEC ↗
Q2 2014
13F-HR247$13.0M2014-08-08SEC ↗
Q1 2014
13F-HR239$12.4M2014-05-09SEC ↗
Q4 2013
13F-HR242$12.1M2014-02-12SEC ↗
Q3 2013
13F-HR238$12.5M2013-11-12SEC ↗
Q2 2013
13F-HR229$10.6M2013-08-14SEC ↗