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Asset Dedication, LLC

SEC CIK
0001475896
Latest filing
Jul 30, 2026

TRI holding history

Thomson Reuters Corp 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.

TRI overviewAll 13F holders of TRIFull Q2 2026 holdings

Shares (Q2 2026)
179
Value
$14.6K
% of portfolio
<0.1%
Quarters held
19
Since Q3 2021
Holdings of TRI by Asset Dedication, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026179$14.6K<0.1%−4−2.2%ReducedHolders
Q1 2026183$16.5K<0.1%00.0%UnchangedHolders
Q4 2025183$24.1K<0.1%00.0%UnchangedHolders
Q3 2025183$28.4K<0.1%−55−23.1%ReducedHolders
Q2 2025238$47.9K<0.1%00.0%UnchangedHolders
Q1 2025238$41.1K<0.1%+4+1.7%AddedHolders
Q4 2024234$37.5K<0.1%00.0%UnchangedHolders
Q3 2024234$39.9K<0.1%+130+125.0%AddedHolders
Q2 2024104$17.5K<0.1%00.0%UnchangedHolders
Q1 2024104$16.0K<0.1%00.0%UnchangedHolders
Q4 2023104$15.0K<0.1%00.0%UnchangedHolders
Q3 2023104$13.0K<0.1%00.0%UnchangedHolders
Q2 2023104$14.0K<0.1%−4−3.7%ReducedHolders
Q1 2023108$14.0K<0.1%00.0%UnchangedHolders
Q4 2022108$12.0K<0.1%00.0%UnchangedHolders
Q3 2022108$11.0K<0.1%+108NewHolders
Q2 20220$00.0%−108−100.0%Sold outHolders
Q1 2022108$12.0K<0.1%00.0%UnchangedHolders
Q4 2021108$13.0K<0.1%00.0%UnchangedHolders
Q3 2021108$12.0K<0.1%+108NewHolders