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Asset Allocation Strategies LLC: IVW position timeline

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

Asset Allocation Strategies LLC held 24,560 IVW 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 24,560 shares
    Change vs previous 13F -1,346 shares

    0.52% of the 13F portfolio, value $3,377,756.

    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 25,906 shares
    Change vs previous 13F -1,805 shares

    0.52% of the 13F portfolio, value $2,930,184.

    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 27,711 shares
    Change vs previous 13F -2,195 shares

    0.63% of the 13F portfolio, value $3,415,709.

    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 29,906 shares
    Change vs previous 13F -6,525 shares

    0.71% of the 13F portfolio, value $3,610,300.

    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 36,431 shares
    Change vs previous 13F -19,510 shares

    0.89% of the 13F portfolio, value $4,011,037.

    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 55,941 shares
    Change vs previous 13F -11,246 shares

    1.29% of the 13F portfolio, value $5,192,963.

    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 67,187 shares
    Change vs previous 13F -10,381 shares

    1.7% of the 13F portfolio, value $7,057,992.

    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 77,568 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $7,427,114.

    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).