Skip to content
Disclosery

Asset Allocation & Management Company, LLC: DVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Allocation & Management Company, LLC on DVY, newest first. How the timeline and the estimate are built.

Asset Allocation & Management Company, LLC held 10,273 DVY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,273 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,562,000.

    13F-HR 0001498383-26-000005 filed by Asset Allocation & Management Company, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,273 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,606,000.

    13F-HR 0001498383-26-000004 filed by Asset Allocation & Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 10,273 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,555,000.

    13F-HR 0001498383-26-000003 filed by Asset Allocation & Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 10,273 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,450,000.

    13F-HR 0001498383-26-000001 filed by Asset Allocation & Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 10,273 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,460,000.

    13F-HR 0001498383-25-000009 filed by Asset Allocation & Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 10,273 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,364,000.

    13F-HR 0001498383-25-000008 filed by Asset Allocation & Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 10,273 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $1,380,000.

    13F-HR 0001498383-25-000007 filed by Asset Allocation & Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 10,273 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,349,000.

    13F-HR 0001498383-25-000001 filed by Asset Allocation & Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).