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Asset Allocation Strategies LLC: VYM position timeline

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

Asset Allocation Strategies LLC held 104,832 VYM 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 104,832 shares
    Change vs previous 13F +6,913 shares

    2.55% of the 13F portfolio, value $16,566,644.

    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 97,919 shares
    Change vs previous 13F +3,724 shares

    2.58% of the 13F portfolio, value $14,501,829.

    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 94,195 shares
    Change vs previous 13F +5,157 shares

    2.5% of the 13F portfolio, value $13,518,934.

    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 89,038 shares
    Change vs previous 13F -3,689 shares

    2.48% of the 13F portfolio, value $12,549,951.

    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 92,727 shares
    Change vs previous 13F +11,507 shares

    2.73% of the 13F portfolio, value $12,361,439.

    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 81,220 shares
    Change vs previous 13F -5,922 shares

    2.61% of the 13F portfolio, value $10,474,075.

    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 87,142 shares
    Change vs previous 13F -3,551 shares

    2.79% of the 13F portfolio, value $11,602,932.

    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 90,693 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $11,626,867.

    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).