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Baldrige Asset Management LLC: DFNM position timeline

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

Baldrige Asset Management LLC held 28,034 DFNM 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 28,034 shares
    Change vs previous 13F +8,630 shares

    0.56% of the 13F portfolio, value $1,354,000.

    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 19,404 shares
    Change vs previous 13F +955 shares

    0.41% of the 13F portfolio, value $928,000.

    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 18,449 shares
    Change vs previous 13F +7,241 shares

    0.41% of the 13F portfolio, value $861,000.

    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 11,208 shares
    Change vs previous 13F +8,992 shares

    0.25% of the 13F portfolio, value $539,000.

    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 2,216 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $107,000.

    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).