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Disclosery

Baldrige Asset Management LLC: DFIV position timeline

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

Baldrige Asset Management LLC held 44,377 DFIV 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 44,377 shares
    Change vs previous 13F +1,227 shares

    0.59% of the 13F portfolio, value $1,430,000.

    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 43,150 shares
    Change vs previous 13F -474 shares

    0.58% of the 13F portfolio, value $1,312,000.

    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 43,624 shares
    Change vs previous 13F +368 shares

    0.53% of the 13F portfolio, value $1,124,000.

    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 43,256 shares
    Change vs previous 13F -1,889 shares

    0.57% of the 13F portfolio, value $1,250,000.

    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 45,145 shares
    Change vs previous 13F -117 shares

    0.62% of the 13F portfolio, value $1,511,000.

    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 45,262 shares
    Change vs previous 13F -577 shares

    0.58% of the 13F portfolio, value $1,485,000.

    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 45,839 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,501,000.

    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).