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Asset Dedication, LLC: GS position timeline

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

Asset Dedication, LLC held 6,414 GS 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 6,414 shares
    Change vs previous 13F -81 shares

    0.41% of the 13F portfolio, value $6,486,514.

    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 6,495 shares
    Change vs previous 13F -718 shares

    0.38% of the 13F portfolio, value $5,494,332.

    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 7,213 shares
    Change vs previous 13F +33 shares

    0.42% of the 13F portfolio, value $6,339,984.

    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 7,180 shares
    Change vs previous 13F -113 shares

    0.38% of the 13F portfolio, value $5,717,540.

    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 7,293 shares
    Change vs previous 13F -70 shares

    0.37% of the 13F portfolio, value $5,161,513.

    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 7,363 shares
    Change vs previous 13F -441 shares

    0.33% of the 13F portfolio, value $4,022,228.

    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 7,804 shares
    Change vs previous 13F -2,617 shares

    0.35% of the 13F portfolio, value $4,468,588.

    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 10,421 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,159,446.

    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).