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Disclosery

Asset Dedication, LLC: IJR position timeline

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

Asset Dedication, LLC held 14,723 IJR 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 14,723 shares
    Change vs previous 13F +1,257 shares

    0.14% of the 13F portfolio, value $2,183,602.

    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 13,466 shares
    Change vs previous 13F -6 shares

    0.12% of the 13F portfolio, value $1,673,928.

    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 13,472 shares
    Change vs previous 13F +63 shares

    0.11% of the 13F portfolio, value $1,619,090.

    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 13,409 shares
    Change vs previous 13F -79 shares

    0.11% of the 13F portfolio, value $1,593,344.

    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 13,488 shares
    Change vs previous 13F +1,115 shares

    0.11% of the 13F portfolio, value $1,474,141.

    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 12,373 shares
    Change vs previous 13F +349 shares

    0.11% of the 13F portfolio, value $1,293,855.

    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 12,024 shares
    Change vs previous 13F +1,027 shares

    0.11% of the 13F portfolio, value $1,385,412.

    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 10,997 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,286,180.

    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).