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Disclosery

Baldrige Asset Management LLC: BSV position timeline

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

Baldrige Asset Management LLC held 10,895 BSV 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 10,895 shares
    Change vs previous 13F +107 shares

    0.34% of the 13F portfolio, value $833,000.

    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 10,788 shares
    Change vs previous 13F -697 shares

    0.36% of the 13F portfolio, value $812,000.

    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 11,485 shares
    Change vs previous 13F -3,082 shares

    0.41% of the 13F portfolio, value $859,000.

    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 14,567 shares
    Change vs previous 13F -6,475 shares

    0.51% of the 13F portfolio, value $1,119,000.

    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 21,042 shares
    Change vs previous 13F -20,209 shares

    0.67% of the 13F portfolio, value $1,639,000.

    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 41,251 shares
    Change vs previous 13F -502 shares

    1.3% of the 13F portfolio, value $3,334,000.

    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 41,753 shares
    Change vs previous 13F -3,714 shares

    1.43% of the 13F portfolio, value $3,421,000.

    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 45,467 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $3,736,000.

    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).