Baldrige Asset Management LLC

SEC CIK: 0001761742
Latest filing: Apr 17, 2023

SEC filings (opens in a new tab)

BAM holding history

Brookfield Asset Management Ltd. in every 13F filed by Baldrige Asset Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAM overview All 13F holders of BAM Full Q1 2023 holdings

Shares (Q1 2023): 27
Value: $1.00K
% of portfolio: <0.1%
Quarters held: 4; Since Q2 2022

Holdings of BAM by Baldrige Asset Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	27	$1.00K	<0.1%	00.0%	Unchanged	Holders
Q4 2022	27	$1.00K	<0.1%	−83−75.5%	Reduced	Holders
Q3 2022	110	$4.00K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	110	$5.00K	<0.1%	+110	New	Holders