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Disclosery

Asset Dedication, LLC: CRM position timeline

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

Asset Dedication, LLC held 3,454 CRM 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 3,454 shares
    Change vs previous 13F -2,782 shares

    0.03% of the 13F portfolio, value $541,060.

    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 6,236 shares
    Change vs previous 13F +310 shares

    0.08% of the 13F portfolio, value $1,163,999.

    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 5,926 shares
    Change vs previous 13F +421 shares

    0.1% of the 13F portfolio, value $1,569,799.

    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 5,505 shares
    Change vs previous 13F -440 shares

    0.09% of the 13F portfolio, value $1,304,611.

    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 5,945 shares
    Change vs previous 13F -62 shares

    0.12% of the 13F portfolio, value $1,621,028.

    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 6,007 shares
    Change vs previous 13F -198 shares

    0.13% of the 13F portfolio, value $1,612,164.

    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 6,205 shares
    Change vs previous 13F -3,540 shares

    0.16% of the 13F portfolio, value $2,074,657.

    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 9,745 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,667,237.

    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).