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CIK 0001021258 • 6 13F filings • Apr 14, 2025 – Jul 14, 2026
Import this data to Google Sheets with:
=jivedata("baldwin-wealth-partners-llc-ma-0001021258-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001193125-25-238383 |
| $1.54B |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001193125-26-302682 | $1.53B | View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0000950123-25-006571 | $1.47B | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001193125-26-154830 | $1.38B | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0000950123-25-003482 | $1.43B | View |