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Disclosery

Asset Dedication, LLC: CHTR position timeline

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

Asset Dedication, LLC held 211 CHTR 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 211 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $30,007.

    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 226 shares
    Change vs previous 13F -85 shares

    <0.01% of the 13F portfolio, value $48,789.

    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 311 shares
    Change vs previous 13F -47 shares

    <0.01% of the 13F portfolio, value $64,922.

    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 358 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $98,488.

    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 365 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $149,216.

    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 374 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $137,831.

    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 379 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $129,910.

    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 394 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $127,688.

    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).