Asset Dedication, LLC

Business address
220 Montgomery St., Suite 1098, San Francisco, CA, 94104
Top securities (13F)
DFAC, DFAT, DFEV, DFEM, DFIC, DFAX, DFUS, DISV, BSCP, BSCQ, AAPL, NVDA, MDYV, MSFT, BSCR, ITOT, BSCS, AVGO, SCHX, and BSCT
State of incorporation
CA
Fiscal year end
December 31
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Asset Dedication, LLC has filed 43 SEC EDGAR filings since 03 Nov 2009

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 20 Nov 2025 30 Sep 2025 028-17338
13F-HR Open Document Open Filing 19 Aug 2025 30 Jun 2025 028-17338
13F-HR Open Document Open Filing 01 May 2025 31 Mar 2025 028-17338
13F-HR Open Document Open Filing 23 Jan 2025 31 Dec 2024 028-17338
13F-HR Open Document Open Filing 15 Oct 2024 30 Sep 2024 028-17338
13F-HR Open Document Open Filing 06 Aug 2024 30 Jun 2024 028-17338
13F-HR Open Document Open Filing 16 Apr 2024 31 Mar 2024 028-17338
13F-HR Open Document Open Filing 08 Feb 2024 31 Dec 2023 028-17338
13F-HR Open Document Open Filing 13 Nov 2023 30 Sep 2023 028-17338
13F-HR Open Document Open Filing 22 Aug 2023 30 Jun 2023 028-17338
13F-HR Open Document Open Filing 24 Apr 2023 31 Mar 2023 028-17338
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-17338
13F-HR Open Document Open Filing 27 Oct 2022 30 Sep 2022 028-17338
13F-HR Open Document Open Filing 19 Jul 2022 30 Jun 2022 028-17338
13F-HR Open Document Open Filing 21 Apr 2022 31 Mar 2022 028-17338
13F-HR Open Document Open Filing 21 Jan 2022 31 Dec 2021 028-17338
13F-HR Open Document Open Filing 18 Oct 2021 30 Sep 2021 028-17338
13F-HR Open Document Open Filing 21 Jul 2021 30 Jun 2021 028-17338
13F-HR Open Document Open Filing 03 May 2021 31 Mar 2021 028-17338
13F-HR Open Document Open Filing 28 Jan 2021 31 Dec 2020 028-17338
13F-HR Open Document Open Filing 20 Oct 2020 30 Sep 2020 028-17338
13F-HR Open Document Open Filing 24 Aug 2020 30 Jun 2020 028-17338
13F-HR Open Document Open Filing 05 May 2020 31 Mar 2020 028-17338
13F-HR Open Document Open Filing 31 Jan 2020 31 Dec 2019 028-17338
13F-HR Open Document Open Filing 17 Oct 2019 30 Sep 2019 028-17338
13F-HR Open Document Open Filing 23 Jul 2019 30 Jun 2019 028-17338
13F-HR Open Document Open Filing 19 Apr 2019 31 Mar 2019 028-17338
13F-HR Open Document Open Filing 12 Feb 2019 31 Dec 2018 028-17338
13F-HR Open Document Open Filing 26 Oct 2018 30 Sep 2018 028-17338
13F-HR Open Document Open Filing 13 Aug 2018 30 Jun 2018 028-17338
13F-HR Open Document Open Filing 19 Apr 2018 31 Mar 2018 028-17338
13F-HR Open Document Open Filing 17 Jan 2018 31 Dec 2017 028-17338
13F-HR Open Document Open Filing 18 Oct 2017 30 Sep 2017 028-17338
13F-HR Open Document Open Filing 17 Jul 2017 30 Jun 2017 028-17338
13F-HR Open Document Open Filing 21 Apr 2017 31 Mar 2017 028-17338
13F-HR Open Document Open Filing 17 Jan 2017 31 Dec 2016 028-17338
13F-HR/A Open Document Open Filing 18 Nov 2016 30 Sep 2016 028-17338
13F-HR/A Open Document Open Filing 18 Nov 2016 30 Jun 2016 028-17338
13F-HR Open Document Open Filing 19 Oct 2016 30 Sep 2016 028-17338
13F-HR Open Document Open Filing 14 Jul 2016 30 Jun 2016 028-17338
13F-HR Open Document Open Filing 27 Apr 2016 31 Mar 2016 028-17338
13F-HR Open Document Open Filing 16 Feb 2016 31 Dec 2015 028-17338