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Asset Allocation Strategies LLC: SCHA position timeline

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

Asset Allocation Strategies LLC held 167,546 SCHA 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 167,546 shares
    Change vs previous 13F +960 shares

    0.93% of the 13F portfolio, value $6,053,425.

    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 166,586 shares
    Change vs previous 13F +2,119 shares

    0.86% of the 13F portfolio, value $4,844,325.

    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 164,467 shares
    Change vs previous 13F +8,352 shares

    0.87% of the 13F portfolio, value $4,684,030.

    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 156,115 shares
    Change vs previous 13F +15,176 shares

    0.86% of the 13F portfolio, value $4,355,598.

    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 140,939 shares
    Change vs previous 13F +16,601 shares

    0.79% of the 13F portfolio, value $3,565,747.

    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 124,338 shares
    Change vs previous 13F +11,101 shares

    0.72% of the 13F portfolio, value $2,913,249.

    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 113,237 shares
    Change vs previous 13F +83,321 shares

    0.72% of the 13F portfolio, value $2,980,395.

    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 29,916 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,540,689.

    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).