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Asset Allocation & Management Company, LLC: VTI position timeline

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

Asset Allocation & Management Company, LLC held 210,448 VTI 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 210,448 shares
    Change vs previous 13F +1,287 shares

    24.54% of the 13F portfolio, value $78,758,000.

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

  2. period ended2026-06-30
    13F 209,161 shares
    Change vs previous 13F -1,042 shares

    25.22% of the 13F portfolio, value $77,398,000.

    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 210,203 shares
    Change vs previous 13F +1,077 shares

    25.01% of the 13F portfolio, value $67,435,000.

    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 209,126 shares
    Change vs previous 13F +15,510 shares

    27.92% of the 13F portfolio, value $70,114,000.

    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 193,616 shares
    Change vs previous 13F +15,109 shares

    26.8% of the 13F portfolio, value $63,539,000.

    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 178,507 shares
    Change vs previous 13F -1,305 shares

    25.11% of the 13F portfolio, value $54,254,000.

    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 179,812 shares
    Change vs previous 13F +14,055 shares

    25.02% of the 13F portfolio, value $49,420,000.

    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 165,757 shares
    Change vs previous 13F not available

    26.26% of the 13F portfolio, value $48,038,000.

    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).