KORP AMERICAN CENTY ETF TR

Ownership history in Lindenwold Advisors, INC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Lindenwold Advisors, INC reported a position in AMERICAN CENTY ETF TR (KORP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.21% (2025 Q2)
Avg. % of fund
2.07%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 137,714 +6,267 +4.8% 3.10% $6.6M $46.40
2025 Q2 ADDED 131,447 +14,892 +12.8% 3.21% $6.2M $45.31
2025 Q1 REDUCED 116,555 -5,830 -4.8% 3.03% $5.4M $44.44
2024 Q4 ADDED 122,385 +9,606 +8.5% 3.00% $5.6M $43.32
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% of Fund (quarterly)    KORP price (monthly, adj. close)
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