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Baldrige Asset Management LLC: DFAI position timeline

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

Baldrige Asset Management LLC held 112,608 DFAI 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 112,608 shares
    Change vs previous 13F +10,948 shares

    1.24% of the 13F portfolio, value $3,035,000.

    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 101,660 shares
    Change vs previous 13F +10,716 shares

    1.13% of the 13F portfolio, value $2,546,000.

    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 90,944 shares
    Change vs previous 13F +16,828 shares

    0.93% of the 13F portfolio, value $1,962,000.

    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 74,116 shares
    Change vs previous 13F +37,766 shares

    0.82% of the 13F portfolio, value $1,789,000.

    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 36,350 shares
    Change vs previous 13F +13,191 shares

    0.42% of the 13F portfolio, value $1,023,000.

    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 23,159 shares
    Change vs previous 13F +12,220 shares

    0.27% of the 13F portfolio, value $685,000.

    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 10,939 shares
    Change vs previous 13F +3,742 shares

    0.13% of the 13F portfolio, value $316,000.

    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 7,197 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $210,000.

    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).