Skip to content
Disclosery

Asset Dedication, LLC: IWD position timeline

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

Asset Dedication, LLC held 6,689 IWD 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 6,689 shares
    Change vs previous 13F +55 shares

    0.1% of the 13F portfolio, value $1,621,689.

    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 6,634 shares
    Change vs previous 13F -978 shares

    0.1% of the 13F portfolio, value $1,417,553.

    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 7,612 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $1,601,074.

    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 7,608 shares
    Change vs previous 13F -7 shares

    0.1% of the 13F portfolio, value $1,548,978.

    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 7,615 shares
    Change vs previous 13F +447 shares

    0.11% of the 13F portfolio, value $1,479,084.

    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 7,168 shares
    Change vs previous 13F +630 shares

    0.11% of the 13F portfolio, value $1,348,721.

    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 6,538 shares
    Change vs previous 13F -140 shares

    0.1% of the 13F portfolio, value $1,210,363.

    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 6,678 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,267,511.

    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).