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Disclosery

Asset Dedication, LLC: VZ position timeline

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

Asset Dedication, LLC held 34,026 VZ 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 34,026 shares
    Change vs previous 13F +2,409 shares

    0.09% of the 13F portfolio, value $1,440,645.

    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 31,617 shares
    Change vs previous 13F -5,209 shares

    0.11% of the 13F portfolio, value $1,587,150.

    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 36,826 shares
    Change vs previous 13F -3,934 shares

    0.1% of the 13F portfolio, value $1,499,923.

    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 40,760 shares
    Change vs previous 13F +3,564 shares

    0.12% of the 13F portfolio, value $1,791,406.

    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 37,196 shares
    Change vs previous 13F +4,985 shares

    0.12% of the 13F portfolio, value $1,609,492.

    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 32,211 shares
    Change vs previous 13F -1,326 shares

    0.12% of the 13F portfolio, value $1,461,102.

    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 33,537 shares
    Change vs previous 13F -25,677 shares

    0.11% of the 13F portfolio, value $1,341,160.

    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 59,214 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,659,287.

    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).