Skip to content
Disclosery

Baldrige Asset Management LLC: ICVT position timeline

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

Baldrige Asset Management LLC held 20,489 ICVT 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 20,489 shares
    Change vs previous 13F +267 shares

    0.61% of the 13F portfolio, value $1,488,000.

    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 20,222 shares
    Change vs previous 13F +216 shares

    0.63% of the 13F portfolio, value $1,405,000.

    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 20,006 shares
    Change vs previous 13F +635 shares

    0.66% of the 13F portfolio, value $1,378,000.

    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 19,371 shares
    Change vs previous 13F -2,192 shares

    0.62% of the 13F portfolio, value $1,344,000.

    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 21,563 shares
    Change vs previous 13F +2,726 shares

    0.73% of the 13F portfolio, value $1,797,000.

    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 18,837 shares
    Change vs previous 13F -608 shares

    0.65% of the 13F portfolio, value $1,680,000.

    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 19,445 shares
    Change vs previous 13F +28 shares

    0.81% of the 13F portfolio, value $1,939,000.

    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 19,417 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,980,000.

    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).