Skip to content
Disclosery

Asset Allocation Strategies LLC: DIA position timeline

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

Asset Allocation Strategies LLC held 1,810 DIA 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 1,810 shares
    Change vs previous 13F -213 shares

    0.15% of the 13F portfolio, value $945,725.

    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 2,023 shares
    Change vs previous 13F -330 shares

    0.17% of the 13F portfolio, value $937,249.

    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 2,353 shares
    Change vs previous 13F -158 shares

    0.21% of the 13F portfolio, value $1,130,591.

    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 2,511 shares
    Change vs previous 13F -300 shares

    0.23% of the 13F portfolio, value $1,164,374.

    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 2,811 shares
    Change vs previous 13F -1,476 shares

    0.27% of the 13F portfolio, value $1,238,647.

    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 4,287 shares
    Change vs previous 13F -955 shares

    0.45% of the 13F portfolio, value $1,800,069.

    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 5,242 shares
    Change vs previous 13F -244 shares

    0.56% of the 13F portfolio, value $2,325,641.

    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 5,486 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,321,239.

    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).