| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD STAR FDS | 11 | Q2 2024 | 9.3% |
| APPLE INC | 11 | Q2 2024 | 5.4% |
| MICROSOFT CORP | 11 | Q2 2024 | 4.6% |
| ISHARES TR | 11 | Q2 2024 | 6.2% |
| UNITEDHEALTH GROUP INC | 11 | Q2 2024 | 3.8% |
| ISHARES TR | 11 | Q2 2024 | 3.7% |
| CADENCE DESIGN SYSTEM INC | 11 | Q2 2024 | 3.1% |
| ALPHABET INC | 11 | Q2 2024 | 2.9% |
| ISHARES TR | 11 | Q2 2024 | 2.8% |
| UNION PAC CORP | 11 | Q2 2024 | 2.4% |
View Lindenwold Advisors, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-13 |
| 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 |
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.