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Asset Allocation Strategies LLC: SCHC position timeline

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

Asset Allocation Strategies LLC held 123,208 SCHC 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 123,208 shares
    Change vs previous 13F +4,142 shares

    0.91% of the 13F portfolio, value $5,928,780.

    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 119,066 shares
    Change vs previous 13F +364 shares

    0.99% of the 13F portfolio, value $5,565,128.

    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 118,702 shares
    Change vs previous 13F +8,084 shares

    1% of the 13F portfolio, value $5,404,509.

    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 110,618 shares
    Change vs previous 13F +21,653 shares

    1% of the 13F portfolio, value $5,034,215.

    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 88,965 shares
    Change vs previous 13F +30,801 shares

    0.84% of the 13F portfolio, value $3,789,001.

    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 58,164 shares
    Change vs previous 13F +4,279 shares

    0.52% of the 13F portfolio, value $2,086,929.

    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 53,885 shares
    Change vs previous 13F +28,350 shares

    0.47% of the 13F portfolio, value $1,939,842.

    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 25,535 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $983,849.

    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).