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Disclosery

Asset Dedication, LLC: IJT position timeline

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

Asset Dedication, LLC held 18,870 IJT 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 18,870 shares
    Change vs previous 13F +127 shares

    0.21% of the 13F portfolio, value $3,370,125.

    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 18,743 shares
    Change vs previous 13F +352 shares

    0.19% of the 13F portfolio, value $2,712,339.

    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 18,391 shares
    Change vs previous 13F +983 shares

    0.17% of the 13F portfolio, value $2,596,021.

    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 17,408 shares
    Change vs previous 13F +161 shares

    0.17% of the 13F portfolio, value $2,463,247.

    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 17,247 shares
    Change vs previous 13F +1,095 shares

    0.17% of the 13F portfolio, value $2,294,531.

    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 16,152 shares
    Change vs previous 13F +558 shares

    0.16% of the 13F portfolio, value $2,010,941.

    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 15,594 shares
    Change vs previous 13F -1,649 shares

    0.17% of the 13F portfolio, value $2,110,914.

    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 17,243 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,405,181.

    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).