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Asset Allocation Strategies LLC: SPYM position timeline

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

Asset Allocation Strategies LLC held 577,339 SPYM 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 577,339 shares
    Change vs previous 13F +136,852 shares

    7.82% of the 13F portfolio, value $50,736,525.

    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 440,487 shares
    Change vs previous 13F +216,660 shares

    5.99% of the 13F portfolio, value $33,714,843.

    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 223,827 shares
    Change vs previous 13F +36,137 shares

    3.32% of the 13F portfolio, value $17,955,406.

    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 187,690 shares
    Change vs previous 13F +68,723 shares

    2.91% of the 13F portfolio, value $14,703,647.

    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 118,967 shares
    Change vs previous 13F +77,309 shares

    1.91% of the 13F portfolio, value $8,647,701.

    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 41,658 shares
    Change vs previous 13F +3,988 shares

    0.68% of the 13F portfolio, value $2,739,457.

    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 37,670 shares
    Change vs previous 13F +33,926 shares

    0.64% of the 13F portfolio, value $2,673,783.

    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 3,744 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $252,725.

    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).