SILJ β€” AMPLIFY ETF TR

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  Β·  3 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported AMPLIFY ETF TR (SILJ) in 3 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows SILJ at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SILJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in AMPLIFY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SILJ was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BALDWIN WEALTH PARTNERS LLC/MA held SILJ β€” position size vs. price
% of Fund (quarterly)    SILJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 13,100 -4,500 -25.6% 0.03% $389K 2026-04-14 $32.67
2025 Q4 ADDED 17,600 +13,600 +340.0% 0.03% $487K 2026-01-07 $29.75
2024 Q3 INITIATED 4,000 β€” β€” 0.00% $52K 2024-10-16 $12.32

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and SILJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning SILJ?

BALDWIN WEALTH PARTNERS LLC/MA reported SILJ across 3 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SILJ position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for SILJ was 0.03% in 2025 Q4.

What is the latest reported SILJ position on this page?

The most recent filing on this page is 2026 Q1, when BALDWIN WEALTH PARTNERS LLC/MA reported 13,100 shares, equal to 0.03% of portfolio, with an estimated market value of $389K.

What does the chart on this SILJ ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly SILJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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