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Asset Allocation Strategies LLC: GTO position timeline

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

Asset Allocation Strategies LLC held 233,199 GTO shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 233,199 shares
    Change vs previous 13F +80,016 shares

    1.68% of the 13F portfolio, value $10,930,027.

    13F-HR 0001922879-26-000003 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 153,183 shares
    Change vs previous 13F +33,561 shares

    1.27% of the 13F portfolio, value $7,173,546.

    13F-HR 0001922879-26-000002 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 119,622 shares
    Change vs previous 13F -39,039 shares

    1.05% of the 13F portfolio, value $5,672,491.

    13F-HR 0001922879-26-000001 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 158,661 shares
    Change vs previous 13F +30,735 shares

    1.49% of the 13F portfolio, value $7,537,978.

    13F-HR 0002035543-25-000004 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 127,926 shares
    Change vs previous 13F +25,490 shares

    1.33% of the 13F portfolio, value $5,998,461.

    13F-HR 0001922879-25-000005 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 102,436 shares
    Change vs previous 13F +18,291 shares

    1.2% of the 13F portfolio, value $4,807,337.

    13F-HR 0001922879-25-000002 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 84,145 shares
    Change vs previous 13F +15,666 shares

    0.94% of the 13F portfolio, value $3,903,493.

    13F-HR 0001922879-25-000003 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 68,479 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,307,535.

    13F-HR 0002035543-24-000002 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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