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Disclosery

Baldrige Asset Management LLC: IUSV position timeline

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

Baldrige Asset Management LLC held 11,034 IUSV 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 11,034 shares
    Change vs previous 13F -176 shares

    0.33% of the 13F portfolio, value $814,000.

    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 11,210 shares
    Change vs previous 13F -145 shares

    0.35% of the 13F portfolio, value $792,000.

    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 11,355 shares
    Change vs previous 13F -69 shares

    0.34% of the 13F portfolio, value $711,000.

    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 11,424 shares
    Change vs previous 13F -487 shares

    0.35% of the 13F portfolio, value $764,000.

    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 11,911 shares
    Change vs previous 13F -4,673 shares

    0.37% of the 13F portfolio, value $904,000.

    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 16,584 shares
    Change vs previous 13F -139 shares

    0.49% of the 13F portfolio, value $1,266,000.

    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 16,723 shares
    Change vs previous 13F +231 shares

    0.49% of the 13F portfolio, value $1,185,000.

    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 16,492 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,187,000.

    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).