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Disclosery

Asset Allocation Strategies LLC: IWR position timeline

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

Asset Allocation Strategies LLC held 15,409 IWR 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 15,409 shares
    Change vs previous 13F -996 shares

    0.26% of the 13F portfolio, value $1,699,923.

    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 16,405 shares
    Change vs previous 13F -1,898 shares

    0.28% of the 13F portfolio, value $1,595,088.

    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 18,303 shares
    Change vs previous 13F -2,150 shares

    0.33% of the 13F portfolio, value $1,762,074.

    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 20,453 shares
    Change vs previous 13F -3,496 shares

    0.39% of the 13F portfolio, value $1,974,764.

    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 23,949 shares
    Change vs previous 13F -9,299 shares

    0.49% of the 13F portfolio, value $2,202,610.

    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 33,248 shares
    Change vs previous 13F -4,729 shares

    0.7% of the 13F portfolio, value $2,828,404.

    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 37,977 shares
    Change vs previous 13F +106 shares

    0.84% of the 13F portfolio, value $3,470,755.

    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 37,871 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $3,337,932.

    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).