Current Market Value 192,529,365
Current Holdings 107
Most Recent File Date 2025-07-24
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Lindenwold Advisors . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-24 2025-06-30 13F-HR 107 192,529
2025-05-08 2025-03-31 13F-HR 108 179,593
2025-02-11 2024-12-31 13F-HR 111 187,292
2024-11-07 2024-09-30 13F-HR 115 198,526
2024-08-13 2024-06-30 13F-HR 112 187,356
2024-05-09 2024-03-31 13F-HR 117 186,984
2024-02-08 2023-12-31 13F-HR 114 176,032
2023-10-19 2023-09-30 13F-HR 111 160,603
2023-08-08 2023-06-30 13F-HR 112 163,143
2023-05-08 2023-03-31 13F-HR 113 161,345
2023-02-13 2022-12-31 13F-HR 114 149,242
2022-10-31 2022-09-30 13F-HR 107 135,083
2022-08-05 2022-06-30 13F-HR 108 140,598
2022-05-09 2022-03-31 13F-HR 124 162,880
2022-02-14 2021-12-31 13F-HR 128 171,356