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Asset Allocation & Management Company, LLC: SCHB position timeline

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

Asset Allocation & Management Company, LLC held 283,189 SCHB 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 283,189 shares
    Change vs previous 13F +17,679 shares

    2.59% of the 13F portfolio, value $8,300,000.

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

  2. period ended2026-06-30
    13F 265,510 shares
    Change vs previous 13F +3,387 shares

    2.51% of the 13F portfolio, value $7,689,000.

    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 262,123 shares
    Change vs previous 13F +21,867 shares

    2.44% of the 13F portfolio, value $6,579,000.

    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 240,256 shares
    Change vs previous 13F +9,632 shares

    2.51% of the 13F portfolio, value $6,302,000.

    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 230,624 shares
    Change vs previous 13F 0 shares

    2.5% of the 13F portfolio, value $5,929,000.

    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 230,624 shares
    Change vs previous 13F +60,638 shares

    2.54% of the 13F portfolio, value $5,496,000.

    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 169,986 shares
    Change vs previous 13F +127,956 shares

    1.85% of the 13F portfolio, value $3,660,000.

    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 42,030 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $954,000.

    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).