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Disclosery

Asset Dedication, LLC: IBTM position timeline

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

Asset Dedication, LLC held 220,155 IBTM 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 220,155 shares
    Change vs previous 13F +31,139 shares

    0.31% of the 13F portfolio, value $4,996,416.

    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 189,016 shares
    Change vs previous 13F +80,421 shares

    0.3% of the 13F portfolio, value $4,334,213.

    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 108,595 shares
    Change vs previous 13F +105,262 shares

    0.16% of the 13F portfolio, value $2,505,830.

    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 3,333 shares
    Change vs previous 13F +2,227 shares

    0.01% of the 13F portfolio, value $77,093.

    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 1,106 shares
    Change vs previous 13F +381 shares

    <0.01% of the 13F portfolio, value $25,472.

    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 725 shares
    Change vs previous 13F +256 shares

    <0.01% of the 13F portfolio, value $16,596.

    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 469 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $10,412.

    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 311 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,303.

    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).