Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD STAR FDS | 8 | Q3 2023 | 9.3% |
APPLE INC | 8 | Q3 2023 | 5.4% |
MICROSOFT CORP | 8 | Q3 2023 | 4.5% |
UNITEDHEALTH GROUP INC | 8 | Q3 2023 | 3.8% |
ISHARES TR | 8 | Q3 2023 | 3.7% |
CADENCE DESIGN SYSTEM INC | 8 | Q3 2023 | 3.0% |
ALPHABET INC | 8 | Q3 2023 | 2.8% |
ISHARES TR | 8 | Q3 2023 | 5.2% |
UNION PAC CORP | 8 | Q3 2023 | 2.4% |
ACCENTURE PLC IRELAND | 8 | Q3 2023 | 2.3% |
View Lindenwold Advisors, INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-09 |
13F-HR | 2024-02-08 |
13F-HR | 2023-10-19 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-13 |
13F-HR | 2022-10-31 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-09 |
13F-HR | 2022-02-14 |
View Lindenwold Advisors, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.