Baldrige Asset Management LLC: SHM position timeline

Baldrige Asset Management LLC held 8,408 SHM 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 8,408 shares

   Change vs previous 13F -2,553 shares

   0.16% of the 13F portfolio, value $400,000.

   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 10,961 shares

   Change vs previous 13F -412 shares

   0.23% of the 13F portfolio, value $515,000.

   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 11,373 shares

   Change vs previous 13F -1,614 shares

   0.25% of the 13F portfolio, value $524,000.

   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 12,987 shares

   Change vs previous 13F +1,432 shares

   0.28% of the 13F portfolio, value $614,000.

   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 11,555 shares

   Change vs previous 13F +6,299 shares

   0.22% of the 13F portfolio, value $547,000.

   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 5,256 shares

   Change vs previous 13F +4,431 shares

   0.1% of the 13F portfolio, value $258,000.

   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 825 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $41,000.

   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 825 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $41,000.

   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).