Skip to content
Disclosery

Asset Allocation Strategies LLC: IJH position timeline

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

Asset Allocation Strategies LLC held 139,849 IJH 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 139,849 shares
    Change vs previous 13F -33,680 shares

    1.66% of the 13F portfolio, value $10,783,720.

    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 173,529 shares
    Change vs previous 13F -11,512 shares

    2.08% of the 13F portfolio, value $11,718,401.

    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 185,041 shares
    Change vs previous 13F +43,194 shares

    2.26% of the 13F portfolio, value $12,212,701.

    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 141,847 shares
    Change vs previous 13F -27,504 shares

    1.83% of the 13F portfolio, value $9,256,950.

    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 169,351 shares
    Change vs previous 13F +22,963 shares

    2.32% of the 13F portfolio, value $10,503,173.

    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 146,388 shares
    Change vs previous 13F -7,961 shares

    2.13% of the 13F portfolio, value $8,541,754.

    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 154,349 shares
    Change vs previous 13F +11,252 shares

    2.35% of the 13F portfolio, value $9,778,013.

    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 143,097 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $8,917,777.

    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).