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Disclosery

Asset Dedication, LLC: VYM position timeline

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

Asset Dedication, LLC held 10,758 VYM 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 10,758 shares
    Change vs previous 13F -449 shares

    0.11% of the 13F portfolio, value $1,700,026.

    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 11,207 shares
    Change vs previous 13F +5,408 shares

    0.12% of the 13F portfolio, value $1,659,691.

    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 5,799 shares
    Change vs previous 13F -76 shares

    0.05% of the 13F portfolio, value $832,220.

    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 5,875 shares
    Change vs previous 13F -498 shares

    0.06% of the 13F portfolio, value $828,029.

    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 6,373 shares
    Change vs previous 13F +623 shares

    0.06% of the 13F portfolio, value $849,535.

    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 5,750 shares
    Change vs previous 13F -2,439 shares

    0.06% of the 13F portfolio, value $741,472.

    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 8,189 shares
    Change vs previous 13F +3,067 shares

    0.08% of the 13F portfolio, value $1,044,788.

    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 5,122 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $656,593.

    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).