Lindenwold Advisors, INC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Lindenwold Advisors, INC opened 7 positions, added to 60, reduced 25, sold out of 10 and left 0 unchanged. The largest increase in value was NVDA (+$3,239,175); the largest decrease was MRK (-$1,093,944).
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-06-30 29,156; Shares 2025-09-30 29,121.
- UNH: Country of operation United States; Class COM; Shares 2025-06-30 8,691; Shares 2025-09-30 5,250.
- MSFT: Country of operation United States; Class COM; Shares 2025-06-30 17,953; Shares 2025-09-30 15,711.
- SFM: Country of operation United States; Class COM; Shares 2025-06-30 5,039; Shares 2025-09-30 4,494.
Two Form 13F-HR filings compared (SEC CIK 1874374): 2025-06-30 (filed 2025-07-24) and 2025-09-30 (filed 2025-12-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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