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Asset Allocation Strategies LLC: BYLD position timeline

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

Asset Allocation Strategies LLC held 11,707 BYLD 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 11,707 shares
    Change vs previous 13F -11,359 shares

    0.04% of the 13F portfolio, value $265,153.

    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 23,066 shares
    Change vs previous 13F +132 shares

    0.09% of the 13F portfolio, value $519,670.

    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 22,934 shares
    Change vs previous 13F +757 shares

    0.1% of the 13F portfolio, value $522,321.

    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 22,177 shares
    Change vs previous 13F -115 shares

    0.1% of the 13F portfolio, value $508,303.

    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 22,292 shares
    Change vs previous 13F +1,408 shares

    0.11% of the 13F portfolio, value $504,026.

    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 20,884 shares
    Change vs previous 13F +87 shares

    0.12% of the 13F portfolio, value $468,322.

    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 20,797 shares
    Change vs previous 13F +7,625 shares

    0.11% of the 13F portfolio, value $462,432.

    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 13,172 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $301,891.

    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).