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Asset Allocation Strategies LLC: IMFL position timeline

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

Asset Allocation Strategies LLC held 134,451 IMFL 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 134,451 shares
    Change vs previous 13F +9,472 shares

    0.71% of the 13F portfolio, value $4,617,064.

    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 124,979 shares
    Change vs previous 13F -17,554 shares

    0.7% of the 13F portfolio, value $3,954,334.

    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 142,533 shares
    Change vs previous 13F +7,208 shares

    0.79% of the 13F portfolio, value $4,246,059.

    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 135,325 shares
    Change vs previous 13F -33,069 shares

    0.74% of the 13F portfolio, value $3,745,783.

    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 168,394 shares
    Change vs previous 13F -49,611 shares

    1.03% of the 13F portfolio, value $4,661,155.

    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 218,005 shares
    Change vs previous 13F +37,378 shares

    1.33% of the 13F portfolio, value $5,365,108.

    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 180,627 shares
    Change vs previous 13F +33,929 shares

    1.09% of the 13F portfolio, value $4,544,571.

    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 146,698 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $3,740,801.

    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).