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STRATEGY ASSET MANAGERS LLC: QS position timeline

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

STRATEGY ASSET MANAGERS LLC held 41,276 QS 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 41,276 shares
    Change vs previous 13F +4,966 shares

    0.05% of the 13F portfolio, value $312,047.

    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 36,310 shares
    Change vs previous 13F +3,150 shares

    0.04% of the 13F portfolio, value $231,658.

    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 33,160 shares
    Change vs previous 13F -184 shares

    0.06% of the 13F portfolio, value $345,527.

    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 33,344 shares
    Change vs previous 13F +2,087 shares

    0.07% of the 13F portfolio, value $410,798.

    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 31,257 shares
    Change vs previous 13F -1,892 shares

    0.04% of the 13F portfolio, value $210,047.

    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 33,149 shares
    Change vs previous 13F +7,424 shares

    0.03% of the 13F portfolio, value $137,900.

    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 25,725 shares
    Change vs previous 13F +7,011 shares

    0.03% of the 13F portfolio, value $133,513.

    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 18,714 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $107,606.

    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).