Skip to content
Disclosery

Asset Dedication, LLC: AVGO position timeline

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

Asset Dedication, LLC held 32,984 AVGO 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 32,984 shares
    Change vs previous 13F -1,063 shares

    0.78% of the 13F portfolio, value $12,459,607.

    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 34,047 shares
    Change vs previous 13F -1,461 shares

    0.74% of the 13F portfolio, value $10,537,759.

    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 35,508 shares
    Change vs previous 13F -429 shares

    0.81% of the 13F portfolio, value $12,289,246.

    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 35,937 shares
    Change vs previous 13F -1,163 shares

    0.8% of the 13F portfolio, value $11,856,085.

    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 37,100 shares
    Change vs previous 13F +42 shares

    0.74% of the 13F portfolio, value $10,226,538.

    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 37,058 shares
    Change vs previous 13F -1,449 shares

    0.5% of the 13F portfolio, value $6,204,589.

    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 38,507 shares
    Change vs previous 13F -14,542 shares

    0.7% of the 13F portfolio, value $8,927,371.

    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 53,049 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $9,150,999.

    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).