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BALDWIN WEALTH PARTNERS LLC/MA → PSF
BALDWIN WEALTH PARTNERS LLC/MA PSF Position History
PSF
Quarters held
5
Latest value
$2.8M
Q3 2026
Peak value
$3.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.5M |
| Q4 2025 | $3.4M |
| Q1 2026 | $3.1M |
| Q2 2026 | $3.2M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 154.8K | — | — |
| Q2 2026 | $3.2M | 157.2K | — | — |
| Q1 2026 | $3.1M | 160.8K | — | — |
| Q4 2025 | $3.4M | 168.9K | — | — |
| Q3 2025 | $3.5M | 168.8K | — | — |
Other funds holding PSF
$837.3M
$15.8M
$15.8M
$15.5M
$11M