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Asset Allocation Strategies LLC: JMEE position timeline

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

Asset Allocation Strategies LLC held 29,154 JMEE 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 29,154 shares
    Change vs previous 13F +1,083 shares

    0.35% of the 13F portfolio, value $2,274,849.

    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 28,071 shares
    Change vs previous 13F +7,116 shares

    0.33% of the 13F portfolio, value $1,874,298.

    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 20,955 shares
    Change vs previous 13F +1,641 shares

    0.25% of the 13F portfolio, value $1,349,053.

    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 19,314 shares
    Change vs previous 13F -4,848 shares

    0.24% of the 13F portfolio, value $1,225,108.

    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 24,162 shares
    Change vs previous 13F -5,886 shares

    0.32% of the 13F portfolio, value $1,430,617.

    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 30,048 shares
    Change vs previous 13F +5,262 shares

    0.42% of the 13F portfolio, value $1,682,067.

    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 24,786 shares
    Change vs previous 13F +4,097 shares

    0.36% of the 13F portfolio, value $1,515,390.

    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 20,689 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,261,201.

    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).