XAIR β€” BEYOND AIR INC

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  Β·  26 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported BEYOND AIR INC (XAIR) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows XAIR at 0.00% 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 XAIR 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 BEYOND AIR 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

XAIR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

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 XAIR β€” position size vs. price
% of Fund (quarterly)    XAIR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 11 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 14,800 β€” 0% 0.00% $10K 2026-04-14 $0.57
2025 Q4 REDUCED 14,800 -600 -3.9% 0.00% $11K 2026-01-07 $0.83
2025 Q3 UNCHANGED 15,400 β€” 0% 0.00% $36K 2025-10-14 $2.70
2025 Q3 REDUCED 15,400 -292,600 -95.0% 0.00% $36K 2025-10-14 $2.70
2025 Q2 UNCHANGED 308,000 β€” 0% 0.00% $53K 2025-07-24 $3.32
2025 Q1 UNCHANGED 308,000 β€” 0% 0.01% $84K 2025-04-14 $4.68
2024 Q4 ADDED 308,000 +270,500 +721.3% 0.01% $110K 2025-01-22 $7.92
2024 Q3 UNCHANGED 37,500 β€” 0% 0.00% $15K 2024-10-16 $6.66
2024 Q2 UNCHANGED 37,500 β€” 0% 0.00% $20K 2024-07-12 $11.34
2024 Q1 UNCHANGED 37,500 β€” 0% 0.00% $65K 2024-04-12 $28.80
2023 Q4 REDUCED 37,500 -500 -1.3% 0.01% $74K 2024-01-08 $35.00
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding XAIR

As of 2026 Q1 β€” sorted by position size

Daytona Street Capital LLC 0.09% PFS Partners, LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and XAIR

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 XAIR?

BALDWIN WEALTH PARTNERS LLC/MA reported XAIR across 11 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for XAIR was 0.01% in 2024 Q4.

What is the latest reported XAIR position on this page?

The most recent filing on this page is 2026 Q1, when BALDWIN WEALTH PARTNERS LLC/MA reported 14,800 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this XAIR ownership page compare?

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