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Disclosery

Asset Dedication, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Dedication, LLC on AAPL, newest first. How the timeline and the estimate are built.

Asset Dedication, LLC held 70,699 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,699 shares
    Change vs previous 13F -1,180 shares

    1.29% of the 13F portfolio, value $20,457,398.

    13F-HR 0001475896-26-000003 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 71,879 shares
    Change vs previous 13F -24,681 shares

    1.28% of the 13F portfolio, value $18,242,057.

    13F-HR 0001475896-26-000002 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 96,560 shares
    Change vs previous 13F -897 shares

    1.72% of the 13F portfolio, value $26,250,678.

    13F-HR 0001475896-26-000001 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 97,457 shares
    Change vs previous 13F -1,246 shares

    1.67% of the 13F portfolio, value $24,815,590.

    13F-HR 0001475896-25-000006 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 98,703 shares
    Change vs previous 13F -976 shares

    1.47% of the 13F portfolio, value $20,250,907.

    13F-HR 0001475896-25-000005 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 99,679 shares
    Change vs previous 13F +8,876 shares

    1.8% of the 13F portfolio, value $22,141,725.

    13F-HR 0001475896-25-000002 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 90,803 shares
    Change vs previous 13F -18,475 shares

    1.79% of the 13F portfolio, value $22,738,891.

    13F-HR 0001475896-25-000001 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 109,278 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $25,461,800.

    13F-HR 0001475896-24-000005 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).