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Disclosery

Asset Dedication, LLC: BSMY position timeline

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

Asset Dedication, LLC held 8,688 BSMY 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 8,688 shares
    Change vs previous 13F +1,624 shares

    0.01% of the 13F portfolio, value $214,171.

    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 7,064 shares
    Change vs previous 13F -14,059 shares

    0.01% of the 13F portfolio, value $171,358.

    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 21,123 shares
    Change vs previous 13F +1,193 shares

    0.03% of the 13F portfolio, value $519,229.

    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 19,930 shares
    Change vs previous 13F +4,216 shares

    0.03% of the 13F portfolio, value $484,897.

    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 15,714 shares
    Change vs previous 13F +15,573 shares

    0.03% of the 13F portfolio, value $372,677.

    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 141 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,390.

    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).