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Asset Allocation Strategies LLC: SCHE position timeline

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

Asset Allocation Strategies LLC held 121,251 SCHE 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 121,251 shares
    Change vs previous 13F +1,452 shares

    0.68% of the 13F portfolio, value $4,396,558.

    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 119,799 shares
    Change vs previous 13F +1,907 shares

    0.7% of the 13F portfolio, value $3,947,388.

    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 117,892 shares
    Change vs previous 13F +7,552 shares

    0.71% of the 13F portfolio, value $3,860,948.

    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 110,340 shares
    Change vs previous 13F +10,485 shares

    0.73% of the 13F portfolio, value $3,682,034.

    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 99,855 shares
    Change vs previous 13F +7,171 shares

    0.67% of the 13F portfolio, value $3,009,635.

    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 92,684 shares
    Change vs previous 13F +7,770 shares

    0.64% of the 13F portfolio, value $2,555,306.

    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 84,914 shares
    Change vs previous 13F +41,572 shares

    0.56% of the 13F portfolio, value $2,342,788.

    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 43,342 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,264,706.

    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).