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Asset Allocation Strategies LLC: MLPX position timeline

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

Asset Allocation Strategies LLC held 14,762 MLPX 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 14,762 shares
    Change vs previous 13F +1,999 shares

    0.17% of the 13F portfolio, value $1,087,336.

    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 12,763 shares
    Change vs previous 13F +1,164 shares

    0.17% of the 13F portfolio, value $943,697.

    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 11,599 shares
    Change vs previous 13F +1,796 shares

    0.13% of the 13F portfolio, value $702,088.

    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 9,803 shares
    Change vs previous 13F +1,476 shares

    0.12% of the 13F portfolio, value $614,756.

    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 8,327 shares
    Change vs previous 13F +3,731 shares

    0.12% of the 13F portfolio, value $521,785.

    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 4,596 shares
    Change vs previous 13F +700 shares

    0.07% of the 13F portfolio, value $293,281.

    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 3,896 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $240,374.

    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).