Skip to content
Disclosery

Asset Allocation Strategies LLC: SCHR position timeline

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

Asset Allocation Strategies LLC held 11,495 SCHR 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 11,495 shares
    Change vs previous 13F -94 shares

    0.04% of the 13F portfolio, value $283,456.

    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 11,589 shares
    Change vs previous 13F +419 shares

    0.05% of the 13F portfolio, value $288,678.

    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 11,170 shares
    Change vs previous 13F -1,580 shares

    0.05% of the 13F portfolio, value $280,145.

    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 12,750 shares
    Change vs previous 13F +1,821 shares

    0.06% of the 13F portfolio, value $320,416.

    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 10,929 shares
    Change vs previous 13F -665 shares

    0.06% of the 13F portfolio, value $273,562.

    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 11,594 shares
    Change vs previous 13F +448 shares

    0.07% of the 13F portfolio, value $288,224.

    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 11,146 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $269,949.

    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).