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Baldrige Asset Management LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baldrige Asset Management LLC on AAPL, newest first. How the timeline and the estimate are built.

Baldrige Asset Management LLC held 56,346 AAPL shares at 2023-03-31 per its 13F-HR filed 2023-04-17.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 56,346 shares
    Change vs previous 13F -3,290 shares

    3.81% of the 13F portfolio, value $9,292,000.

    13F-HR 0001761742-23-000002 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 59,636 shares
    Change vs previous 13F -946 shares

    3.45% of the 13F portfolio, value $7,749,000.

    13F-HR 0001761742-23-000001 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 60,582 shares
    Change vs previous 13F -300 shares

    3.98% of the 13F portfolio, value $8,372,000.

    13F-HR 0001761742-22-000004 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 60,882 shares
    Change vs previous 13F 0 shares

    3.81% of the 13F portfolio, value $8,324,000.

    13F-HR 0001761742-22-000003 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 60,882 shares
    Change vs previous 13F -1,223 shares

    4.35% of the 13F portfolio, value $10,631,000.

    13F-HR 0001761742-22-000002 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 62,105 shares
    Change vs previous 13F -647 shares

    4.3% of the 13F portfolio, value $11,028,000.

    13F-HR 0001761742-22-000001 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 62,752 shares
    Change vs previous 13F -1,083 shares

    3.7% of the 13F portfolio, value $8,879,000.

    13F-HR 0001761742-21-000004 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 63,835 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $8,743,000.

    13F-HR 0001761742-21-000003 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).