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BALDWIN WEALTH PARTNERS LLC/MA → AB
BALDWIN WEALTH PARTNERS LLC/MA AB Position History
AllianceBernstein Holding L.P. • Financial Services
Quarters held
5
Latest value
$611K
Q3 2026
Peak value
$674K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $670K |
| Q4 2025 | $674K |
| Q1 2026 | $544K |
| Q2 2026 | $617K |
| Q3 2026 | $611K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $611K | 17.5K | — | — |
| Q2 2026 | $617K | 17.5K | — | — |
| Q1 2026 | $544K | 14.5K | — | — |
| Q4 2025 | $674K | 17.5K | — | — |
| Q3 2025 | $670K | 17.5K | — | — |