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1776 Wealth LLC

SEC CIK
0001803140
Latest filing
Aug 10, 2026

BWIN holding history

Baldwin Insurance Group, Inc. in every 13F filed by 1776 Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BWIN overviewAll 13F holders of BWINFull Q2 2026 holdings

Shares (Q2 2026)
537,410
Value
$14.3M
% of portfolio
5.0%
Quarters held
2
Since Q1 2026
Holdings of BWIN by 1776 Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026537,410$14.3M5.0%+178,219+49.6%AddedHolders
Q1 2026359,191$7.88M3.1%+359,191NewHolders