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Baldrige Asset Management LLC: DFAU position timeline

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

Baldrige Asset Management LLC held 79,462 DFAU 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 79,462 shares
    Change vs previous 13F +978 shares

    0.94% of the 13F portfolio, value $2,286,000.

    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 78,484 shares
    Change vs previous 13F -8,239 shares

    0.94% of the 13F portfolio, value $2,121,000.

    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 86,723 shares
    Change vs previous 13F +6,732 shares

    1.04% of the 13F portfolio, value $2,181,000.

    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 79,991 shares
    Change vs previous 13F +40,692 shares

    0.97% of the 13F portfolio, value $2,114,000.

    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 39,299 shares
    Change vs previous 13F +1,013 shares

    0.51% of the 13F portfolio, value $1,239,000.

    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 38,286 shares
    Change vs previous 13F +3,978 shares

    0.49% of the 13F portfolio, value $1,263,000.

    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 34,308 shares
    Change vs previous 13F +7,929 shares

    0.43% of the 13F portfolio, value $1,034,000.

    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 26,379 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $797,000.

    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).