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Disclosery

Baldrige Asset Management LLC: IUSB position timeline

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

Baldrige Asset Management LLC held 0 IUSB shares at 2022-03-31 per its 13F-HR filed 2022-04-26.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 0 shares
    Change vs previous 13F -26 shares

    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).

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

  2. period ended2021-12-31
    13F 26 shares
    Change vs previous 13F -463 shares

    <0.01% of the 13F portfolio, value $1,000.

    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).

  3. period ended2021-09-30
    13F 489 shares
    Change vs previous 13F -464 shares

    0.01% of the 13F portfolio, value $26,000.

    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).

  4. period ended2021-06-30
    13F 953 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $51,000.

    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).