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Asset Dedication, LLC: AVUS position timeline

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

Asset Dedication, LLC held 886 AVUS 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 886 shares
    Change vs previous 13F -32 shares

    0.01% of the 13F portfolio, value $113,479.

    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 918 shares
    Change vs previous 13F +123 shares

    0.01% of the 13F portfolio, value $102,064.

    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 795 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $88,866.

    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 800 shares
    Change vs previous 13F -45 shares

    0.01% of the 13F portfolio, value $86,960.

    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 845 shares
    Change vs previous 13F +341 shares

    0.01% of the 13F portfolio, value $85,193.

    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 504 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $46,560.

    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 516 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $50,016.

    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 523 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $49,764.

    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).