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STRATEGY ASSET MANAGERS LLC: FV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STRATEGY ASSET MANAGERS LLC on FV, newest first. How the timeline and the estimate are built.

STRATEGY ASSET MANAGERS LLC held 3,574 FV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,574 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $271,227.

    13F-HR 0001166716-26-000005 filed by STRATEGY ASSET MANAGERS 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 3,574 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $216,005.

    13F-HR 0001166716-26-000004 filed by STRATEGY ASSET MANAGERS 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 3,574 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $224,855.

    13F-HR 0001166716-26-000002 filed by STRATEGY ASSET MANAGERS 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 3,573 shares
    Change vs previous 13F -999 shares

    0.04% of the 13F portfolio, value $221,229.

    13F-HR 0001166716-25-000007 filed by STRATEGY ASSET MANAGERS 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 4,572 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $270,948.

    13F-HR 0001166716-25-000004 filed by STRATEGY ASSET MANAGERS 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 4,572 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $250,795.

    13F-HR 0001166716-25-000003 filed by STRATEGY ASSET MANAGERS 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 4,571 shares
    Change vs previous 13F -513 shares

    0.05% of the 13F portfolio, value $269,969.

    13F-HR 0001166716-25-000002 filed by STRATEGY ASSET MANAGERS 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 5,084 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $296,224.

    13F-HR 0001166716-24-000005 filed by STRATEGY ASSET MANAGERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).