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Asset Dedication, LLC: BFOR position timeline

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

Asset Dedication, LLC held 3,236 BFOR 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 3,236 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $309,424.

    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 3,236 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $268,605.

    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 3,236 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $266,485.

    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 3,236 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $262,709.

    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 3,236 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $249,203.

    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 3,236 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $224,714.

    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 3,236 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $235,471.

    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 3,236 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $232,095.

    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).