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Asset Allocation Strategies LLC: XSVM position timeline

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

Asset Allocation Strategies LLC held 14,249 XSVM 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 14,249 shares
    Change vs previous 13F -886 shares

    0.15% of the 13F portfolio, value $991,621.

    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 15,135 shares
    Change vs previous 13F -1,010 shares

    0.16% of the 13F portfolio, value $912,029.

    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 16,145 shares
    Change vs previous 13F -1,250 shares

    0.17% of the 13F portfolio, value $922,527.

    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 17,395 shares
    Change vs previous 13F -6,466 shares

    0.19% of the 13F portfolio, value $982,119.

    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 23,861 shares
    Change vs previous 13F -2,999 shares

    0.27% of the 13F portfolio, value $1,240,543.

    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 26,860 shares
    Change vs previous 13F -7,400 shares

    0.34% of the 13F portfolio, value $1,348,392.

    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 34,260 shares
    Change vs previous 13F -11,308 shares

    0.45% of the 13F portfolio, value $1,874,341.

    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 45,568 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,505,810.

    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).