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Asset Allocation & Management Company, LLC: VOO position timeline

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

Asset Allocation & Management Company, LLC held 32,534 VOO 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 32,534 shares
    Change vs previous 13F -2,451 shares

    7.11% of the 13F portfolio, value $22,802,000.

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

  2. period ended2026-06-30
    13F 34,985 shares
    Change vs previous 13F 0 shares

    7.83% of the 13F portfolio, value $24,028,000.

    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 34,985 shares
    Change vs previous 13F +317 shares

    7.75% of the 13F portfolio, value $20,905,000.

    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 34,668 shares
    Change vs previous 13F -5,412 shares

    8.66% of the 13F portfolio, value $21,741,000.

    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 40,080 shares
    Change vs previous 13F 0 shares

    10.35% of the 13F portfolio, value $24,544,000.

    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 40,080 shares
    Change vs previous 13F +1,946 shares

    10.54% of the 13F portfolio, value $22,767,000.

    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 38,134 shares
    Change vs previous 13F +5,086 shares

    9.92% of the 13F portfolio, value $19,597,000.

    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 33,048 shares
    Change vs previous 13F not available

    9.73% of the 13F portfolio, value $17,807,000.

    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).