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Disclosery

Asset Dedication, LLC: IBTH position timeline

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

Asset Dedication, LLC held 259,757 IBTH 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 259,757 shares
    Change vs previous 13F +17,903 shares

    0.37% of the 13F portfolio, value $5,810,763.

    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 241,854 shares
    Change vs previous 13F +43,829 shares

    0.38% of the 13F portfolio, value $5,424,784.

    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 198,025 shares
    Change vs previous 13F +105,871 shares

    0.29% of the 13F portfolio, value $4,449,628.

    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 92,154 shares
    Change vs previous 13F +38,471 shares

    0.14% of the 13F portfolio, value $2,075,308.

    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 53,683 shares
    Change vs previous 13F +2,686 shares

    0.09% of the 13F portfolio, value $1,207,330.

    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 50,997 shares
    Change vs previous 13F +12,537 shares

    0.09% of the 13F portfolio, value $1,143,350.

    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 38,460 shares
    Change vs previous 13F -76,425 shares

    0.07% of the 13F portfolio, value $853,686.

    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 114,885 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,600,416.

    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).