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Disclosery

Asset Dedication, LLC: SUSA position timeline

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

Asset Dedication, LLC held 14,400 SUSA 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 14,400 shares
    Change vs previous 13F -4,042 shares

    0.14% of the 13F portfolio, value $2,221,938.

    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 18,442 shares
    Change vs previous 13F -378 shares

    0.17% of the 13F portfolio, value $2,436,134.

    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 18,820 shares
    Change vs previous 13F +560 shares

    0.17% of the 13F portfolio, value $2,622,517.

    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 18,260 shares
    Change vs previous 13F -3,723 shares

    0.17% of the 13F portfolio, value $2,477,001.

    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 21,983 shares
    Change vs previous 13F -506 shares

    0.2% of the 13F portfolio, value $2,786,372.

    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 22,489 shares
    Change vs previous 13F +720 shares

    0.21% of the 13F portfolio, value $2,583,348.

    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 21,769 shares
    Change vs previous 13F -448 shares

    0.21% of the 13F portfolio, value $2,646,916.

    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 22,217 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,674,208.

    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).