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Lindenwold Advisors, INC: JPM position timeline

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

Lindenwold Advisors, INC held 11,881 JPM 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 11,881 shares
    Change vs previous 13F +67 shares

    1.77% of the 13F portfolio, value $3,747,476.

    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 11,814 shares
    Change vs previous 13F +289 shares

    1.78% of the 13F portfolio, value $3,424,860.

    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 11,525 shares
    Change vs previous 13F -319 shares

    1.57% of the 13F portfolio, value $2,826,967.

    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 11,844 shares
    Change vs previous 13F -316 shares

    1.52% of the 13F portfolio, value $2,839,013.

    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 12,160 shares
    Change vs previous 13F +82 shares

    1.29% of the 13F portfolio, value $2,563,958.

    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).

  6. period ended2024-06-30
    13F 12,078 shares
    Change vs previous 13F -30 shares

    1.3% of the 13F portfolio, value $2,442,801.

    13F-HR 0001085146-24-003770 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).

  7. period ended2024-03-31
    13F 12,108 shares
    Change vs previous 13F -200 shares

    1.3% of the 13F portfolio, value $2,425,138.

    13F-HR 0001085146-24-002368 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).

  8. period ended2023-12-31
    13F 12,308 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $2,093,511.

    13F-HR 0001085146-24-000901 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).