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Asset Allocation Strategies LLC: IJR position timeline

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

Asset Allocation Strategies LLC held 75,839 IJR 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 75,839 shares
    Change vs previous 13F +2,208 shares

    1.73% of the 13F portfolio, value $11,247,609.

    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 73,631 shares
    Change vs previous 13F -274 shares

    1.63% of the 13F portfolio, value $9,153,105.

    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 73,905 shares
    Change vs previous 13F +760 shares

    1.64% of the 13F portfolio, value $8,881,892.

    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 73,145 shares
    Change vs previous 13F -20,762 shares

    1.72% of the 13F portfolio, value $8,691,830.

    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 93,907 shares
    Change vs previous 13F -2,319 shares

    2.27% of the 13F portfolio, value $10,263,141.

    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 96,226 shares
    Change vs previous 13F -10,907 shares

    2.5% of the 13F portfolio, value $10,062,342.

    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 107,133 shares
    Change vs previous 13F +2,295 shares

    2.98% of the 13F portfolio, value $12,384,528.

    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 104,838 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $12,261,905.

    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).