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Disclosery

Asset Dedication, LLC: ESGE position timeline

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

Asset Dedication, LLC held 13,237 ESGE 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 13,237 shares
    Change vs previous 13F -1,443 shares

    0.05% of the 13F portfolio, value $723,905.

    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 14,680 shares
    Change vs previous 13F -11,240 shares

    0.05% of the 13F portfolio, value $667,519.

    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 25,920 shares
    Change vs previous 13F -461 shares

    0.08% of the 13F portfolio, value $1,144,905.

    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 26,381 shares
    Change vs previous 13F +582 shares

    0.08% of the 13F portfolio, value $1,145,474.

    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 25,799 shares
    Change vs previous 13F -1,063 shares

    0.07% of the 13F portfolio, value $1,010,557.

    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 26,862 shares
    Change vs previous 13F -13,994 shares

    0.08% of the 13F portfolio, value $938,830.

    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 40,856 shares
    Change vs previous 13F -11,120 shares

    0.11% of the 13F portfolio, value $1,364,176.

    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 51,976 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,892,456.

    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).