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Lindenwold Advisors, INC: HRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lindenwold Advisors, INC on HRB, newest first. How the timeline and the estimate are built.

Lindenwold Advisors, INC held 5,402 HRB shares at 2025-09-30 per its 13F-HR filed 2025-12-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,402 shares
    Change vs previous 13F +35 shares

    0.13% of the 13F portfolio, value $273,179.

    13F-HR 0001874374-25-000002 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 5,367 shares
    Change vs previous 13F -243 shares

    0.15% of the 13F portfolio, value $294,595.

    13F-HR 0001085146-25-004151 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 5,610 shares
    Change vs previous 13F -1,375 shares

    0.17% of the 13F portfolio, value $308,045.

    13F-HR 0001085146-25-002830 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 6,985 shares
    Change vs previous 13F +1,462 shares

    0.2% of the 13F portfolio, value $369,087.

    13F-HR 0001085146-25-000958 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 5,523 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $350,987.

    13F-HR 0001085146-24-005435 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).