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Disclosery

Baldrige Asset Management LLC: IVZ position timeline

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

Baldrige Asset Management LLC held 22,129 IVZ 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 22,129 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $363,000.

    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 22,129 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $398,000.

    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 22,129 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $303,000.

    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 22,129 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $357,000.

    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 22,129 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $510,000.

    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 22,129 shares
    Change vs previous 13F -1,167 shares

    0.2% of the 13F portfolio, value $509,000.

    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 23,296 shares
    Change vs previous 13F -1,600 shares

    0.23% of the 13F portfolio, value $562,000.

    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 24,896 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $665,000.

    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).