Position in STKE
as of Mar 31, 2026
· filed May 29, 2026
Position Value
$0
-$1 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in STKE Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Asset Dedication, LLC holds $7,011,331 across 10 Capital Markets names. STKE ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,495 | $5,494,705 | |
| 2 | MS |
Morgan Stanley
|
7,301 | $1,201,525 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,050 | $286,639 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
30 | $9,024 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
124 | $8,316 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
44 | $6,319 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
208 | $4,114 | |
| 8 | FUTU |
Futu Holdings Ltd
|
4 | $547 |
All Filings in STKE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $0 | 1 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $1 | 1 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4 | 1 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||