Baldrige Asset Management LLC: DFAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baldrige Asset Management LLC on DFAT, newest first. How the timeline and the estimate are built.
Baldrige Asset Management LLC held 19,583 DFAT shares at 2023-03-31 per its 13F-HR filed 2023-04-17.
the latest 13F is the newest step
- period ended2023-03-3113F 19,583 sharesChange vs previous 13F +2,189 shares
0.36% of the 13F portfolio, value $871,000.
13F-HR 0001761742-23-000002 filed by Baldrige Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 17,394 sharesChange vs previous 13F +1,165 shares
0.34% of the 13F portfolio, value $764,000.
13F-HR 0001761742-23-000001 filed by Baldrige Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 16,229 sharesChange vs previous 13F +631 shares
0.3% of the 13F portfolio, value $632,000.
13F-HR 0001761742-22-000004 filed by Baldrige Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 15,598 sharesChange vs previous 13F +305 shares
0.29% of the 13F portfolio, value $627,000.
13F-HR 0001761742-22-000003 filed by Baldrige Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 15,293 sharesChange vs previous 13F +289 shares
0.29% of the 13F portfolio, value $712,000.
13F-HR 0001761742-22-000002 filed by Baldrige Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 15,004 sharesChange vs previous 13F +3,644 shares
0.28% of the 13F portfolio, value $713,000.
13F-HR 0001761742-22-000001 filed by Baldrige Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 11,360 sharesChange vs previous 13F +2,033 shares
0.21% of the 13F portfolio, value $504,000.
13F-HR 0001761742-21-000004 filed by Baldrige Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-06-3013F 9,327 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $418,000.
13F-HR 0001761742-21-000003 filed by Baldrige Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).