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Disclosery

Baldrige Asset Management LLC: IJR position timeline

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

Baldrige Asset Management LLC held 24,060 IJR 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 24,060 shares
    Change vs previous 13F +412 shares

    0.95% of the 13F portfolio, value $2,327,000.

    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 23,648 shares
    Change vs previous 13F -4,457 shares

    1% of the 13F portfolio, value $2,238,000.

    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 28,105 shares
    Change vs previous 13F +31 shares

    1.17% of the 13F portfolio, value $2,450,000.

    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 28,074 shares
    Change vs previous 13F +4,937 shares

    1.19% of the 13F portfolio, value $2,594,000.

    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 23,137 shares
    Change vs previous 13F -1,001 shares

    1.02% of the 13F portfolio, value $2,496,000.

    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 24,138 shares
    Change vs previous 13F -53 shares

    1.08% of the 13F portfolio, value $2,764,000.

    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 24,191 shares
    Change vs previous 13F +61 shares

    1.1% of the 13F portfolio, value $2,641,000.

    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 24,130 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,726,000.

    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).