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Asset Allocation Strategies LLC: BIV position timeline

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

Asset Allocation Strategies LLC held 11,112 BIV 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 11,112 shares
    Change vs previous 13F +1,471 shares

    0.13% of the 13F portfolio, value $852,318.

    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 9,641 shares
    Change vs previous 13F -883 shares

    0.13% of the 13F portfolio, value $744,086.

    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 10,524 shares
    Change vs previous 13F -3,127 shares

    0.15% of the 13F portfolio, value $819,608.

    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 13,651 shares
    Change vs previous 13F -8,689 shares

    0.21% of the 13F portfolio, value $1,066,000.

    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 22,340 shares
    Change vs previous 13F -459 shares

    0.38% of the 13F portfolio, value $1,727,773.

    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 22,799 shares
    Change vs previous 13F +2,008 shares

    0.43% of the 13F portfolio, value $1,745,698.

    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 20,791 shares
    Change vs previous 13F +11,297 shares

    0.37% of the 13F portfolio, value $1,551,431.

    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 9,494 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $744,019.

    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).