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Asset Allocation Strategies LLC: AGG position timeline

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

Asset Allocation Strategies LLC held 139,076 AGG 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 139,076 shares
    Change vs previous 13F +47,608 shares

    2.12% of the 13F portfolio, value $13,765,731.

    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 91,468 shares
    Change vs previous 13F +34,919 shares

    1.61% of the 13F portfolio, value $9,080,033.

    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 56,549 shares
    Change vs previous 13F -26,809 shares

    1.05% of the 13F portfolio, value $5,648,105.

    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 83,358 shares
    Change vs previous 13F +24,580 shares

    1.65% of the 13F portfolio, value $8,356,626.

    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 58,778 shares
    Change vs previous 13F +26,850 shares

    1.29% of the 13F portfolio, value $5,830,776.

    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 31,928 shares
    Change vs previous 13F +6,454 shares

    0.79% of the 13F portfolio, value $3,158,302.

    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 25,474 shares
    Change vs previous 13F +3,461 shares

    0.59% of the 13F portfolio, value $2,464,858.

    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 22,013 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,229,213.

    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).