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Asset Allocation Strategies LLC: FTA position timeline

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

Asset Allocation Strategies LLC held 7,208 FTA 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 7,208 shares
    Change vs previous 13F +2,695 shares

    0.11% of the 13F portfolio, value $697,686.

    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 4,513 shares
    Change vs previous 13F -1,060 shares

    0.07% of the 13F portfolio, value $416,796.

    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 5,573 shares
    Change vs previous 13F +2,690 shares

    0.09% of the 13F portfolio, value $480,133.

    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 2,883 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $240,235.

    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).