Baldrige Asset Management LLC: ITOT position timeline

Baldrige Asset Management LLC held 57,841 ITOT 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 57,841 shares

   Change vs previous 13F +1,584 shares

   2.15% of the 13F portfolio, value $5,237,000.

   13F-HR 0001761742-23-000002 filed by Baldrige Asset Management LLC
   Filed 2023-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2022-12-31

   13F 56,257 shares

   Change vs previous 13F +2,818 shares

   2.12% of the 13F portfolio, value $4,771,000.

   13F-HR 0001761742-23-000001 filed by Baldrige Asset Management LLC
   Filed 2023-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2022-09-30

   13F 53,439 shares

   Change vs previous 13F +1,017 shares

   2.02% of the 13F portfolio, value $4,251,000.

   13F-HR 0001761742-22-000004 filed by Baldrige Asset Management LLC
   Filed 2022-10-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2022-06-30

   13F 52,422 shares

   Change vs previous 13F -357 shares

   2.01% of the 13F portfolio, value $4,392,000.

   13F-HR 0001761742-22-000003 filed by Baldrige Asset Management LLC
   Filed 2022-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2022-03-31

   13F 52,779 shares

   Change vs previous 13F -5,655 shares

   2.18% of the 13F portfolio, value $5,327,000.

   13F-HR 0001761742-22-000002 filed by Baldrige Asset Management LLC
   Filed 2022-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2021-12-31

   13F 58,434 shares

   Change vs previous 13F -2,441 shares

   2.44% of the 13F portfolio, value $6,251,000.

   13F-HR 0001761742-22-000001 filed by Baldrige Asset Management LLC
   Filed 2022-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2021-09-30

   13F 60,875 shares

   Change vs previous 13F -735 shares

   2.49% of the 13F portfolio, value $5,989,000.

   13F-HR 0001761742-21-000004 filed by Baldrige Asset Management LLC
   Filed 2021-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2021-06-30

   13F 61,610 shares

   Change vs previous 13F not available

   2.64% of the 13F portfolio, value $6,085,000.

   13F-HR 0001761742-21-000003 filed by Baldrige Asset Management LLC
   Filed 2021-08-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

   Acceptance time not in the bulk data set (spec §4.2).