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Asset Dedication, LLC

SEC CIK
0001475896
Latest filing
Jul 30, 2026

ENV holding history

Envestnet, Inc. in every 13F filed by Asset Dedication, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ENV overviewAll 13F holders of ENVFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of ENV by Asset Dedication, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−14−100.0%Sold outHolders
Q1 202414$1.00K<0.1%00.0%UnchangedHolders
Q4 202314$1.00K<0.1%00.0%UnchangedHolders
Q3 202314$1.00K<0.1%00.0%UnchangedHolders
Q2 202314$1.00K<0.1%00.0%UnchangedHolders
Q1 202314$1.00K<0.1%00.0%UnchangedHolders
Q4 202214$1.00K<0.1%00.0%UnchangedHolders
Q3 202214$1.00K<0.1%00.0%UnchangedHolders
Q2 202214$1.00K<0.1%00.0%UnchangedHolders
Q1 202214$1.00K<0.1%00.0%UnchangedHolders
Q4 202114$1.00K<0.1%00.0%UnchangedHolders
Q3 202114$1.00K<0.1%00.0%UnchangedHolders
Q2 202114$1.00K<0.1%00.0%UnchangedHolders
Q1 202114$1.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.