Baldrige Asset Management LLC: IVV position timeline

Baldrige Asset Management LLC held 19,397 IVV 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 19,397 shares

   Change vs previous 13F +261 shares

   3.27% of the 13F portfolio, value $7,974,000.

   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 19,136 shares

   Change vs previous 13F +505 shares

   3.27% of the 13F portfolio, value $7,352,000.

   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 18,631 shares

   Change vs previous 13F +623 shares

   3.18% of the 13F portfolio, value $6,682,000.

   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 18,008 shares

   Change vs previous 13F +1,069 shares

   3.13% of the 13F portfolio, value $6,828,000.

   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 16,939 shares

   Change vs previous 13F +1,087 shares

   3.14% of the 13F portfolio, value $7,686,000.

   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 15,852 shares

   Change vs previous 13F +422 shares

   2.95% of the 13F portfolio, value $7,561,000.

   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 15,430 shares

   Change vs previous 13F -115 shares

   2.77% of the 13F portfolio, value $6,647,000.

   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 15,545 shares

   Change vs previous 13F not available

   2.9% of the 13F portfolio, value $6,683,000.

   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).