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Disclosery

Asset Allocation Strategies LLC: IWL position timeline

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

Asset Allocation Strategies LLC held 5,586 IWL 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 5,586 shares
    Change vs previous 13F -369 shares

    0.16% of the 13F portfolio, value $1,033,129.

    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 5,955 shares
    Change vs previous 13F -340 shares

    0.17% of the 13F portfolio, value $955,721.

    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 6,295 shares
    Change vs previous 13F -496 shares

    0.2% of the 13F portfolio, value $1,074,118.

    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 6,791 shares
    Change vs previous 13F -2,284 shares

    0.22% of the 13F portfolio, value $1,128,015.

    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 9,075 shares
    Change vs previous 13F -1,778 shares

    0.31% of the 13F portfolio, value $1,389,501.

    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 10,853 shares
    Change vs previous 13F -3,999 shares

    0.37% of the 13F portfolio, value $1,491,349.

    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 14,852 shares
    Change vs previous 13F -3,792 shares

    0.53% of the 13F portfolio, value $2,218,117.

    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 18,644 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,618,349.

    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).