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Baldrige Asset Management LLC: BRK-B position timeline

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

Baldrige Asset Management LLC held 5,741 BRK-B 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 5,741 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,772,000.

    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 5,741 shares
    Change vs previous 13F +301 shares

    0.79% of the 13F portfolio, value $1,773,000.

    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 5,440 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $1,453,000.

    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 5,440 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,485,000.

    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 5,440 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,920,000.

    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 5,440 shares
    Change vs previous 13F -72 shares

    0.63% of the 13F portfolio, value $1,627,000.

    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 5,512 shares
    Change vs previous 13F -37 shares

    0.63% of the 13F portfolio, value $1,504,000.

    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 5,549 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,542,000.

    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).