Position in HUM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$102,085
+$76,424 QoQ
Shares Held
257
+73.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#735
of 918 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Asset Dedication, LLC holds $4,331,133 across 7 Healthcare Plans names. HUM ranks #4 (2.4% of the industry book) .
All Filings in HUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,085 | 257 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $25,661 | 148 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $135,492 | 529 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $317,147 | 1,219 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $53,785 | 220 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $211,150 | 798 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $202,968 | 800 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $146,017 | 461 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $172,252 | 461 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $163,651 | 472 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $216,086 | 472 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $229,637 | 472 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $211,045 | 472 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $256,322 | 528 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $271,460 | 530 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $256,180 | 528 | Shares | Sole | 2022-10-27 | |
| 2022-03-31 | $229,334 | 527 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $251,412 | 542 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $210,919 | 542 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $263,418 | 595 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $165,184 | 394 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $237,956 | 580 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $236,331 | 571 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $141,528 | 365 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $115,873 | 369 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||