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Asset Allocation Strategies LLC: SPYG position timeline

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

Asset Allocation Strategies LLC held 135,186 SPYG 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 135,186 shares
    Change vs previous 13F +7,259 shares

    2.48% of the 13F portfolio, value $16,085,790.

    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 127,927 shares
    Change vs previous 13F +5,026 shares

    2.22% of the 13F portfolio, value $12,525,344.

    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 122,901 shares
    Change vs previous 13F +4,452 shares

    2.43% of the 13F portfolio, value $13,113,589.

    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 118,449 shares
    Change vs previous 13F -7,734 shares

    2.45% of the 13F portfolio, value $12,379,150.

    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 126,183 shares
    Change vs previous 13F +28,962 shares

    2.66% of the 13F portfolio, value $12,027,726.

    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 97,221 shares
    Change vs previous 13F -16,222 shares

    1.94% of the 13F portfolio, value $7,813,659.

    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 113,443 shares
    Change vs previous 13F +1,068 shares

    2.48% of the 13F portfolio, value $10,318,776.

    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 112,375 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $9,320,346.

    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).