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Disclosery

Lipe & Dalton: BAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lipe & Dalton on BAX, newest first. How the timeline and the estimate are built.

Lipe & Dalton held 165,983 BAX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,983 shares
    Change vs previous 13F +9,327 shares

    1.65% of the 13F portfolio, value $3,539,000.

    13F-HR 0001570396-26-000006 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 156,656 shares
    Change vs previous 13F +35,241 shares

    1.38% of the 13F portfolio, value $2,632,000.

    13F-HR 0001570396-26-000005 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 121,415 shares
    Change vs previous 13F -11,505 shares

    1.15% of the 13F portfolio, value $2,320,000.

    13F-HR 0001570396-26-000003 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 132,920 shares
    Change vs previous 13F +121,085 shares

    1.5% of the 13F portfolio, value $3,027,000.

    13F-HR 0001570396-26-000004 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,835 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $358,000.

    13F-HR 0001570396-25-000003 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,835 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $405,000.

    13F-HR 0001570396-25-000002 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 11,835 shares
    Change vs previous 13F -945 shares

    0.18% of the 13F portfolio, value $345,000.

    13F-HR 0001570396-25-000001 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,780 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $485,000.

    13F-HR 0001570396-24-000004 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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