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Disclosery

Baldrige Asset Management LLC: ISCF position timeline

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

Baldrige Asset Management LLC held 42,325 ISCF 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 42,325 shares
    Change vs previous 13F +42,325 shares

    0.54% of the 13F portfolio, value $1,316,000.

    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 0 shares
    Change vs previous 13F -38,980 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2022-09-30
    13F 38,980 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,020,000.

    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 38,980 shares
    Change vs previous 13F +571 shares

    0.51% of the 13F portfolio, value $1,123,000.

    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 38,409 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,319,000.

    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 38,409 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,392,000.

    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 38,409 shares
    Change vs previous 13F -2,572 shares

    0.58% of the 13F portfolio, value $1,399,000.

    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 40,981 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,504,000.

    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).