Skip to content
Disclosery

Asset Dedication, LLC: IBM position timeline

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

Asset Dedication, LLC held 16,074 IBM 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 16,074 shares
    Change vs previous 13F +934 shares

    0.28% of the 13F portfolio, value $4,520,107.

    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 15,140 shares
    Change vs previous 13F -3,275 shares

    0.26% of the 13F portfolio, value $3,669,716.

    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 18,415 shares
    Change vs previous 13F +513 shares

    0.36% of the 13F portfolio, value $5,454,782.

    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 17,902 shares
    Change vs previous 13F +1,249 shares

    0.34% of the 13F portfolio, value $5,051,244.

    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 16,653 shares
    Change vs previous 13F +149 shares

    0.36% of the 13F portfolio, value $4,909,003.

    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 16,504 shares
    Change vs previous 13F -473 shares

    0.33% of the 13F portfolio, value $4,103,981.

    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 16,977 shares
    Change vs previous 13F -8,255 shares

    0.29% of the 13F portfolio, value $3,732,139.

    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 25,232 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,578,222.

    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).