SYBT STOCK YDS BANCORP INC

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  14 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported STOCK YDS BANCORP INC (SYBT) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows SYBT at 0.06% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SYBT 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 STOCK YDS BANCORP INC, 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

SYBT was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 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 SYBT — position size vs. price
% of Fund (quarterly)    SYBT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,780 0% 0.06% $781K 2026-04-14 $71.42
2025 Q4 UNCHANGED 11,780 0% 0.05% $765K 2026-01-07 $65.38
2025 Q3 REDUCED 11,780 -250 -2.1% 0.05% $824K 2025-10-14 $70.00
2025 Q2 UNCHANGED 12,030 0% 0.06% $950K 2025-07-24 $78.28
2025 Q1 UNCHANGED 12,030 0% 0.06% $831K 2025-04-14 $63.72
2024 Q4 UNCHANGED 12,030 0% 0.06% $861K 2025-01-22 $72.41
2024 Q3 UNCHANGED 12,030 0% 0.05% $746K 2024-10-16 $64.41
2024 Q2 UNCHANGED 12,030 0% 0.05% $598K 2024-07-12 $50.31
2024 Q1 UNCHANGED 12,030 0% 0.04% $588K 2024-04-12 $42.30
2023 Q4 ADDED 12,030 +700 +6.2% 0.05% $619K 2024-01-08 $47.67
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and SYBT

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 SYBT?

BALDWIN WEALTH PARTNERS LLC/MA reported SYBT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for SYBT was 0.06% in 2025 Q2.

What is the latest reported SYBT position on this page?

The most recent filing on this page is 2026 Q1, when BALDWIN WEALTH PARTNERS LLC/MA reported 11,780 shares, equal to 0.06% of portfolio, with an estimated market value of $781K.

What does the chart on this SYBT ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly SYBT 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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