Back to BWIN
Farther Finance Advisors, LLC → BWIN
Farther Finance Advisors, LLC BWIN Position History
The Baldwin Insurance Group, Inc. • Financial Services
Quarters held
5
Latest value
$33K
Q3 2026
Peak value
$33K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q4 2025 | $9K |
| Q1 2026 | $6K |
| Q2 2026 | $14K |
| Q3 2026 | $33K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $33K | 1.0K | — | — |
| Q2 2026 | $14K | 514 | — | — |
| Q1 2026 | $6K | 300 | — | — |
| Q4 2025 | $9K | 395 | — | — |
| Q3 2025 | $2K | 66 | — | — |
Other funds holding BWIN
$149.9M
$134.5M
$128.9M
$116.7M
$115.6M
$102.3M
$95M
$94.3M