• 13F History

Lindenwold Advisors, INC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$187M
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 111 stock holdings with total value $187M as of Q4 2024. Top holdings included VXUS, AAPL, MUB, MSFT, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 111 $187M +$12.2M -$19.2M -$7.07M VXUS, AAPL, MUB, MSFT, NVDA 13F-HR 2/10/2025, 09:05 PM
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 -$1.46M +$6.05M VXUS, MUB, AAPL, MSFT, SUB 13F-HR 10/19/2023, 11:33 AM
Q2 2023 112 $163M +$15M -$18.1M -$3.18M VXUS, AAPL, MUB, MSFT, SUB 13F-HR 8/7/2023, 09:48 PM
Q1 2023 113 $161M +$8.92M -$275K +$8.65M VXUS, AAPL, MSFT, UNH, CDNS 13F-HR 5/5/2023, 05:51 PM
Q4 2022 114 $149M +$14.1M -$4.49M +$9.6M VXUS, AAPL, MSFT, UNH, SUB 13F-HR 2/13/2023, 03:35 PM
Q3 2022 107 $135M +$9.59M -$1.89M +$7.69M VXUS, AAPL, MSFT, UNH, SUB 13F-HR 10/28/2022, 05:36 PM
Q2 2022 108 $141M +$7.07M -$17.9K +$7.05M VXUS, AAPL, MSFT, UNH, SUB 13F-HR 8/5/2022, 01:47 PM
Q1 2022 124 $163M +$12.3M -$665K +$11.6M VXUS, AAPL, MSFT, UNH, GOOGL 13F-HR 5/6/2022, 08:07 PM
Q4 2021 127 $171M VXUS, AAPL, MSFT, UNH, GOOGL 13F-HR 2/14/2022, 11:39 AM