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Asset Allocation Strategies LLC: BUFR position timeline

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

Asset Allocation Strategies LLC held 56,515 BUFR 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 56,515 shares
    Change vs previous 13F -6,872 shares

    0.32% of the 13F portfolio, value $2,064,511.

    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 63,387 shares
    Change vs previous 13F +9,601 shares

    0.38% of the 13F portfolio, value $2,140,593.

    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 53,786 shares
    Change vs previous 13F +3,307 shares

    0.34% of the 13F portfolio, value $1,842,706.

    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 50,479 shares
    Change vs previous 13F +7,356 shares

    0.33% of the 13F portfolio, value $1,687,015.

    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 43,123 shares
    Change vs previous 13F +5,683 shares

    0.3% of the 13F portfolio, value $1,371,308.

    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 37,440 shares
    Change vs previous 13F +22,744 shares

    0.28% of the 13F portfolio, value $1,111,593.

    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 14,696 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $456,390.

    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).