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Asset Allocation Strategies LLC: IQDY position timeline

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

Asset Allocation Strategies LLC held 50,638 IQDY 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 50,638 shares
    Change vs previous 13F -3,229 shares

    0.33% of the 13F portfolio, value $2,163,645.

    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 53,867 shares
    Change vs previous 13F -4,306 shares

    0.36% of the 13F portfolio, value $2,042,311.

    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 58,173 shares
    Change vs previous 13F -6,027 shares

    0.39% of the 13F portfolio, value $2,131,466.

    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 64,200 shares
    Change vs previous 13F -19,093 shares

    0.43% of the 13F portfolio, value $2,178,767.

    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 83,293 shares
    Change vs previous 13F -13,040 shares

    0.6% of the 13F portfolio, value $2,692,980.

    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 96,333 shares
    Change vs previous 13F -24,192 shares

    0.7% of the 13F portfolio, value $2,800,410.

    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 120,525 shares
    Change vs previous 13F -36,862 shares

    0.84% of the 13F portfolio, value $3,485,509.

    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 157,387 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $4,907,319.

    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).