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Disclosery

Asset Dedication, LLC: AMZN position timeline

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

Asset Dedication, LLC held 37,961 AMZN 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 37,961 shares
    Change vs previous 13F +624 shares

    0.57% of the 13F portfolio, value $9,047,700.

    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 37,337 shares
    Change vs previous 13F -8,784 shares

    0.54% of the 13F portfolio, value $7,776,243.

    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 46,121 shares
    Change vs previous 13F -313 shares

    0.7% of the 13F portfolio, value $10,645,598.

    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 46,434 shares
    Change vs previous 13F -1,358 shares

    0.68% of the 13F portfolio, value $10,195,472.

    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 47,792 shares
    Change vs previous 13F -2,165 shares

    0.76% of the 13F portfolio, value $10,485,174.

    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 49,957 shares
    Change vs previous 13F -1,004 shares

    0.77% of the 13F portfolio, value $9,504,895.

    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 50,961 shares
    Change vs previous 13F -6,455 shares

    0.88% of the 13F portfolio, value $11,180,421.

    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 57,416 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $10,698,398.

    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).