Current Market Value 828,372,909
Current Holdings 209
Most Recent File Date 2025-08-11
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Baldwin Investment Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-11 2025-06-30 13F-HR 209 828,373
2025-05-07 2025-03-31 13F-HR 200 831,939
2025-02-14 2024-12-31 13F-HR 199 767,869
2024-11-13 2024-09-30 13F-HR 213 797,874
2024-07-30 2024-06-30 13F-HR 205 730,154
2024-05-14 2024-03-31 13F-HR 209 737,299
2024-02-13 2023-12-31 13F-HR 203 639,761
2023-11-14 2023-09-30 13F-HR 192 598,052
2023-08-01 2023-06-30 13F-HR 196 607,045
2023-05-15 2023-03-31 13F-HR 199 563,583
2023-02-10 2022-12-31 13F-HR 195 553,115
2022-11-14 2022-09-30 13F-HR 197 491,243
2022-08-02 2022-06-30 13F-HR 215 526,347
2022-05-16 2022-03-31 13F-HR 241 660,554
2022-02-11 2021-12-31 13F-HR 251 640,232
2021-11-15 2021-09-30 13F-HR 246 574,433
2021-08-16 2021-06-30 13F-HR 252 587,459
2021-05-14 2021-03-31 13F-HR 242 547,831
2021-02-16 2020-12-31 13F-HR 235 506,034
2020-11-13 2020-09-30 13F-HR 202 426,789
2020-07-27 2020-06-30 13F-HR 152 318,521
2020-05-12 2020-03-31 13F-HR 144 290,350
2020-02-10 2019-12-31 13F-HR 167 373,732
2019-11-13 2019-09-30 13F-HR 166 343,750
2019-08-06 2019-06-30 13F-HR 165 346,476
2019-05-10 2019-03-31 13F-HR 166 332,112
2019-02-13 2018-12-31 13F-HR 157 314,645
2018-11-09 2018-09-30 13F-HR 170 349,174
2018-08-14 2018-06-30 13F-HR 171 318,155
2018-05-11 2018-03-31 13F-HR 108 279,557
2018-02-13 2017-12-31 13F-HR 110 280,790
2017-11-13 2017-09-30 13F-HR 110 265,022
2017-08-08 2017-06-30 13F-HR 108 249,029
2017-05-09 2017-03-31 13F-HR 120 258,197
2017-02-13 2016-12-31 13F-HR 120 251,582
2016-11-14 2016-09-30 13F-HR 121 233,880
2016-08-02 2016-06-30 13F-HR 119 232,808
2016-05-10 2016-03-31 13F-HR 123 231,841
2016-02-09 2015-12-31 13F-HR 123 222,582
2015-11-12 2015-09-30 13F-HR 128 227,022
2015-08-11 2015-06-30 13F-HR 133 241,690
2015-05-04 2015-03-31 13F-HR 135 252,609
2015-02-06 2014-12-31 13F-HR 133 257,986
2014-11-12 2014-09-30 13F-HR 136 243,219
2014-08-08 2014-06-30 13F-HR 133 231,328
2014-05-08 2014-03-31 13F-HR 136 225,966
2014-02-10 2013-12-31 13F-HR 135 221,940
2013-11-06 2013-09-30 13F-HR 128 207,495
2013-08-09 2013-06-30 13F-HR 125 202,023