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Asset Allocation Strategies LLC: JXN position timeline

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

Asset Allocation Strategies LLC held 23,623 JXN 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 23,623 shares
    Change vs previous 13F +1,788 shares

    0.37% of the 13F portfolio, value $2,418,737.

    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 21,835 shares
    Change vs previous 13F -422 shares

    0.41% of the 13F portfolio, value $2,308,437.

    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 22,257 shares
    Change vs previous 13F +2,251 shares

    0.44% of the 13F portfolio, value $2,373,747.

    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 20,006 shares
    Change vs previous 13F -133 shares

    0.4% of the 13F portfolio, value $2,025,178.

    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 20,139 shares
    Change vs previous 13F -201 shares

    0.4% of the 13F portfolio, value $1,788,137.

    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 20,340 shares
    Change vs previous 13F +1,026 shares

    0.42% of the 13F portfolio, value $1,704,101.

    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 19,314 shares
    Change vs previous 13F +443 shares

    0.43% of the 13F portfolio, value $1,770,345.

    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 18,871 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,721,601.

    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).