13F Filings History of Lindenwold Advisors, INC

Latest 13F report
Q3 2025 - 16 Dec 2025
Value $
$211,282,738
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 110 stock holdings with total value $211,282,738 as of Q3 2025. Top holdings included VXUS, MUB, NVDA, MSFT, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 110 $211,282,738 +$17,267,526 -$10,759,904 +$6,507,622 VXUS, MUB, NVDA, MSFT, AAPL 13F-HR 16 Dec 2025, 12:39
Q2 2025 107 $192,529,365 +$13,528,613 -$7,350,003 +$6,178,610 VXUS, MUB, MSFT, AAPL, MBB 13F-HR 24 Jul 2025, 15:36
Q1 2025 108 $179,593,300 +$13,457,906 -$17,645,593 -$4,187,687 VXUS, MUB, AAPL, MSFT, MBB 13F-HR 08 May 2025, 15:31
Q4 2024 111 $187,292,432 +$12,165,382 -$19,240,337 -$7,074,955 VXUS, AAPL, MUB, MSFT, NVDA 13F-HR 10 Feb 2025, 21:05
Q3 2024 115 $198,526,381 +$7,995,695 -$5,225,049 +$2,770,646 VXUS, MUB, AAPL, MSFT, SUB 13F-HR 07 Nov 2024, 16:20
Q2 2024 112 $187,355,810 +$9,062,175 -$6,417,468 +$2,644,707 VXUS, MUB, MSFT, AAPL, SUB 13F-HR 13 Aug 2024, 16:00
Q1 2024 117 $186,984,325 +$21,235,419 -$18,688,455 +$2,546,964 VXUS, MUB, MSFT, AAPL, SUB 13F-HR 09 May 2024, 16:55
Q4 2023 114 $176,031,501 +$12,483,991 -$12,410,404 +$73,587 VXUS, MUB, AAPL, MSFT, CDNS 13F-HR 08 Feb 2024, 17:26
Q3 2023 111 $160,603,066 +$7,508,722 -$4,551,611 +$2,957,111 VXUS, MUB, AAPL, MSFT, SUB 13F-HR 19 Oct 2023, 11:33
Q2 2023 112 $163,143,455 +$14,967,848 -$22,259,305 -$7,291,457 VXUS, AAPL, MUB, MSFT, SUB 13F-HR 07 Aug 2023, 21:48
Q1 2023 113 $161,344,950 +$8,924,326 -$4,948,717 +$3,975,609 VXUS, AAPL, MSFT, UNH, CDNS 13F-HR 05 May 2023, 17:51
Q4 2022 114 $149,242,029 +$14,087,311 -$9,465,347 +$4,621,964 VXUS, AAPL, MSFT, UNH, SUB 13F-HR 13 Feb 2023, 16:35
Q3 2022 107 $135,083,000 +$9,585,798 -$4,626,709 +$4,959,089 VXUS, AAPL, MSFT, UNH, SUB 13F-HR 28 Oct 2022, 17:36
Q2 2022 108 $140,598,000 +$7,066,323 -$5,066,879 +$1,999,444 VXUS, AAPL, MSFT, UNH, SUB 13F-HR 05 Aug 2022, 13:47
Q1 2022 124 $162,880,000 +$12,312,597 -$8,088,580 +$4,224,017 VXUS, AAPL, MSFT, UNH, GOOGL 13F-HR 06 May 2022, 20:07
Q4 2021 128 $171,121,000 $0 $0 $0 VXUS, AAPL, MSFT, UNH, GOOGL 13F-HR 14 Feb 2022, 12:39