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Disclosery

Baldrige Asset Management LLC: BIV position timeline

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

Baldrige Asset Management LLC held 27,285 BIV 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 27,285 shares
    Change vs previous 13F +460 shares

    0.86% of the 13F portfolio, value $2,094,000.

    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 26,825 shares
    Change vs previous 13F +666 shares

    0.89% of the 13F portfolio, value $1,994,000.

    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 26,159 shares
    Change vs previous 13F -1,276 shares

    0.91% of the 13F portfolio, value $1,922,000.

    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 27,435 shares
    Change vs previous 13F -1,859 shares

    0.98% of the 13F portfolio, value $2,130,000.

    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 29,294 shares
    Change vs previous 13F +82 shares

    0.98% of the 13F portfolio, value $2,399,000.

    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 29,212 shares
    Change vs previous 13F -408 shares

    1% of the 13F portfolio, value $2,560,000.

    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 29,620 shares
    Change vs previous 13F +699 shares

    1.1% of the 13F portfolio, value $2,649,000.

    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 28,921 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,602,000.

    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).