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Disclosery

Asset Dedication, LLC: NVDA position timeline

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

Asset Dedication, LLC held 84,866 NVDA 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 84,866 shares
    Change vs previous 13F -7,252 shares

    1.07% of the 13F portfolio, value $16,980,845.

    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 92,118 shares
    Change vs previous 13F -16,501 shares

    1.13% of the 13F portfolio, value $16,065,308.

    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 108,619 shares
    Change vs previous 13F -1,006 shares

    1.33% of the 13F portfolio, value $20,257,371.

    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 109,625 shares
    Change vs previous 13F -5,131 shares

    1.37% of the 13F portfolio, value $20,453,865.

    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 114,756 shares
    Change vs previous 13F +2,331 shares

    1.32% of the 13F portfolio, value $18,130,273.

    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 112,425 shares
    Change vs previous 13F -4,602 shares

    0.99% of the 13F portfolio, value $12,184,628.

    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 117,027 shares
    Change vs previous 13F -46,229 shares

    1.24% of the 13F portfolio, value $15,715,526.

    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 163,256 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $19,825,781.

    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).