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Disclosery

Baldrige Asset Management LLC: IVE position timeline

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

Baldrige Asset Management LLC held 9,458 IVE 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 9,458 shares
    Change vs previous 13F -46 shares

    0.59% of the 13F portfolio, value $1,435,000.

    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 9,504 shares
    Change vs previous 13F +578 shares

    0.61% of the 13F portfolio, value $1,379,000.

    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 8,926 shares
    Change vs previous 13F -166 shares

    0.55% of the 13F portfolio, value $1,147,000.

    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 9,092 shares
    Change vs previous 13F +3 shares

    0.57% of the 13F portfolio, value $1,250,000.

    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 9,089 shares
    Change vs previous 13F -146 shares

    0.58% of the 13F portfolio, value $1,415,000.

    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 9,235 shares
    Change vs previous 13F -744 shares

    0.56% of the 13F portfolio, value $1,446,000.

    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 9,979 shares
    Change vs previous 13F -10 shares

    0.6% of the 13F portfolio, value $1,451,000.

    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 9,989 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,475,000.

    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).