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Asset Allocation Strategies LLC: IVV position timeline

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

Asset Allocation Strategies LLC held 1,463 IVV 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 1,463 shares
    Change vs previous 13F -37 shares

    0.17% of the 13F portfolio, value $1,095,666.

    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 1,500 shares
    Change vs previous 13F -350 shares

    0.17% of the 13F portfolio, value $979,932.

    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 1,850 shares
    Change vs previous 13F +292 shares

    0.23% of the 13F portfolio, value $1,267,330.

    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 1,558 shares
    Change vs previous 13F -118 shares

    0.21% of the 13F portfolio, value $1,042,580.

    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 1,676 shares
    Change vs previous 13F -1,779 shares

    0.23% of the 13F portfolio, value $1,040,321.

    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 3,455 shares
    Change vs previous 13F +789 shares

    0.48% of the 13F portfolio, value $1,941,350.

    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 2,666 shares
    Change vs previous 13F +325 shares

    0.39% of the 13F portfolio, value $1,615,914.

    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 2,341 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,350,573.

    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).