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Baldrige Asset Management LLC: DFAX position timeline

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

Baldrige Asset Management LLC held 250,076 DFAX 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 250,076 shares
    Change vs previous 13F +1,227 shares

    2.37% of the 13F portfolio, value $5,767,000.

    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 248,849 shares
    Change vs previous 13F -2,617 shares

    2.39% of the 13F portfolio, value $5,375,000.

    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 251,466 shares
    Change vs previous 13F -3,328 shares

    2.26% of the 13F portfolio, value $4,750,000.

    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 254,794 shares
    Change vs previous 13F +291 shares

    2.5% of the 13F portfolio, value $5,463,000.

    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 254,503 shares
    Change vs previous 13F -1,392 shares

    2.6% of the 13F portfolio, value $6,350,000.

    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 255,895 shares
    Change vs previous 13F +1,797 shares

    2.6% of the 13F portfolio, value $6,681,000.

    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 254,098 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $6,576,000.

    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).