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Baldrige Asset Management LLC: DFAE position timeline

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

Baldrige Asset Management LLC held 105,998 DFAE 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 105,998 shares
    Change vs previous 13F +15,986 shares

    1% of the 13F portfolio, value $2,440,000.

    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 90,012 shares
    Change vs previous 13F +25,563 shares

    0.88% of the 13F portfolio, value $1,976,000.

    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 64,449 shares
    Change vs previous 13F +14,482 shares

    0.62% of the 13F portfolio, value $1,295,000.

    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 49,967 shares
    Change vs previous 13F -5,717 shares

    0.53% of the 13F portfolio, value $1,157,000.

    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 55,684 shares
    Change vs previous 13F +29,565 shares

    0.6% of the 13F portfolio, value $1,461,000.

    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 26,119 shares
    Change vs previous 13F +6,264 shares

    0.28% of the 13F portfolio, value $715,000.

    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 19,855 shares
    Change vs previous 13F +6,799 shares

    0.23% of the 13F portfolio, value $541,000.

    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 13,056 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $387,000.

    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).