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Asset Allocation Strategies LLC: SCMB position timeline

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

Asset Allocation Strategies LLC held 33,610 SCMB 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 33,610 shares
    Change vs previous 13F +7,955 shares

    0.13% of the 13F portfolio, value $867,806.

    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 25,655 shares
    Change vs previous 13F +8,289 shares

    0.12% of the 13F portfolio, value $653,688.

    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 17,366 shares
    Change vs previous 13F -1,331 shares

    0.08% of the 13F portfolio, value $447,353.

    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 18,697 shares
    Change vs previous 13F +8,088 shares

    0.09% of the 13F portfolio, value $478,818.

    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 10,609 shares
    Change vs previous 13F -517 shares

    0.06% of the 13F portfolio, value $267,126.

    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 11,126 shares
    Change vs previous 13F -1,373 shares

    0.07% of the 13F portfolio, value $282,267.

    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 12,499 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $320,037.

    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).