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Equibles

Asset Dedication, LLC

Position in BIRD — Smartbird, Inc.

CIK 1475896 SAN FRANCISCO, CA
Back to BIRD Full portfolio

Position in BIRD

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$144
-$505 QoQ
Shares Held
36
-34.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 43 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BIRD Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Asset Dedication, LLC holds $17,446,043 across 21 Software - Infrastructure names. BIRD ranks #21 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 31,388 $11,708,351
2 ORCL
Oracle Corp
 24,734 $3,624,767
3 CRWD
CrowdStrike Holdings, Inc.
 5,440 $1,037,870
4 PANW
Palo Alto Networks Inc
 2,359 $804,466
5 PLTR
Palantir Technologies Inc.
 1,356 $158,204
6 FTNT
Fortinet, Inc.
 359 $55,149
7 CRWV
CoreWeave, Inc.
 128 $12,741
8 SNPS
Synopsys Inc
 21 $9,367

All Filings in BIRD

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $144 36
2024-09-30 $649 55
2024-06-30 $559 1,118
2024-03-31 $1 1,118
2023-12-31 $1 1,118
2023-09-30 $1 1,118
2023-06-30 $1 1,118
2023-03-31 $1 1,168
2022-12-31 $2,826 1,168
2022-09-30 $152 50
2022-06-30 $196 50
2022-03-31 $300 50
2021-12-31 $754 50