Lindenwold Advisors, INC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$199M
Signature - Title
James D. King - President and Chief Compliance Officer
Location
Reading, PA
Summary
This page shows a list of all the recent 13F filings made by Lindenwold Advisors, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lindenwold Advisors, INC reported 115 stock holdings with total value $199M as of Q3 2024. Top holdings included VXUS, MUB, AAPL, MSFT, and SUB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 115 $199M +$8M -$5.23M +$2.77M VXUS, MUB, AAPL, MSFT, SUB 13F-HR 11/7/2024, 04:20 PM
Q2 2024 112 $187M +$9.06M -$6.42M +$2.64M VXUS, MUB, MSFT, AAPL, SUB 13F-HR 8/13/2024, 04:00 PM
Q1 2024 117 $187M +$21.2M -$18.7M +$2.55M VXUS, MUB, MSFT, AAPL, SUB 13F-HR 5/9/2024, 04:55 PM
Q4 2023 114 $176M +$12.5M -$12.4M +$73.6K VXUS, MUB, AAPL, MSFT, CDNS 13F-HR 2/8/2024, 05:26 PM
Q3 2023 111 $161M +$7.51M -$4.55M +$2.96M VXUS, MUB, AAPL, MSFT, SUB 13F-HR 10/19/2023, 11:33 AM
Q2 2023 112 $163M +$15M -$22.3M -$7.29M VXUS, AAPL, MUB, MSFT, SUB 13F-HR 8/7/2023, 09:48 PM
Q1 2023 113 $161M +$8.92M -$4.95M +$3.98M VXUS, AAPL, MSFT, UNH, CDNS 13F-HR 5/5/2023, 05:51 PM
Q4 2022 114 $149M +$14.1M -$9.47M +$4.62M VXUS, AAPL, MSFT, UNH, SUB 13F-HR 2/13/2023, 04:35 PM
Q3 2022 107 $135M +$9.59M -$4.63M +$4.96M VXUS, AAPL, MSFT, UNH, SUB 13F-HR 10/28/2022, 05:36 PM
Q2 2022 108 $141M +$7.07M -$5.07M +$2M VXUS, AAPL, MSFT, UNH, SUB 13F-HR 8/5/2022, 01:47 PM
Q1 2022 124 $163M +$12.3M -$8.09M +$4.22M VXUS, AAPL, MSFT, UNH, GOOGL 13F-HR 5/6/2022, 08:07 PM
Q4 2021 128 $171M $0 $0 VXUS, AAPL, MSFT, UNH, GOOGL 13F-HR 2/14/2022, 12:39 PM