FBIN — FRTNE BRNDS HOME&SEC

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  23 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported FRTNE BRNDS HOME&SEC (FBIN) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q1. The latest visible filing shows FBIN at 0.02% 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 FBIN 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 FRTNE BRNDS HOME&SEC, 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

FBIN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q1

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.

FBIN stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held FBIN — position size vs. price
% of Fund (quarterly)    FBIN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,607 — 0% 0.02% $257K 2026-04-14 $40.57
2025 Q4 UNCHANGED 6,607 — 0% 0.02% $330K 2026-01-07 $51.69
2025 Q3 UNCHANGED 6,607 — 0% 0.02% $353K 2025-10-14 $49.29
2025 Q2 REDUCED 6,607 -420 -6.0% 0.02% $340K 2025-07-24 $55.24
2025 Q1 REDUCED 7,027 -350 -4.7% 0.03% $428K 2025-04-14 $50.53
2024 Q4 UNCHANGED 7,377 — 0% 0.03% $504K 2025-01-22 $71.46
2024 Q3 UNCHANGED 7,377 — 0% 0.05% $660K 2024-10-16 $87.62
2024 Q2 REDUCED 7,377 -300 -3.9% 0.04% $479K 2024-07-12 $68.35
2024 Q1 REDUCED 7,677 -300 -3.8% 0.05% $650K 2024-04-12 $75.03
2023 Q4 REDUCED 7,977 -250 -3.0% 0.05% $607K 2024-01-08 $73.78
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FBIN

As of 2026 Q1 — sorted by position size

PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 1.64% Alpha Omega Wealth Management LLC 3Y 7Y 0.72% Ridgewood Investments LLC 3Y 7Y 0.23% DIVERSIFIED MANAGEMENT INC 0.16% IFG Advisors, LLC 3Y 0.04% Central Pacific Bank - Trust Division 0.02% Versant Capital Management, Inc 3Y 7Y 0.02% Cornerstone National Bank & Trust Co 0.02% PARSONS CAPITAL MANAGEMENT INC/RI 3Y 7Y 0.01% NBC SECURITIES, INC. 0.01%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and FBIN

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 FBIN?

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

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

The largest reported portfolio weight for FBIN was 0.05% in 2024 Q1.

What is the latest reported FBIN position on this page?

The most recent filing on this page is 2026 Q1, when BALDWIN WEALTH PARTNERS LLC/MA reported 6,607 shares, equal to 0.02% of portfolio, with an estimated market value of $257K.

What does the chart on this FBIN ownership page compare?

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