Skip to content
Disclosery

Asset Allocation Strategies LLC: VNQ position timeline

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

Asset Allocation Strategies LLC held 6,257 VNQ 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 6,257 shares
    Change vs previous 13F -528 shares

    0.09% of the 13F portfolio, value $603,399.

    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 6,785 shares
    Change vs previous 13F -724 shares

    0.11% of the 13F portfolio, value $601,853.

    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 7,509 shares
    Change vs previous 13F -490 shares

    0.12% of the 13F portfolio, value $664,435.

    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 7,999 shares
    Change vs previous 13F -1,549 shares

    0.14% of the 13F portfolio, value $731,257.

    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 9,548 shares
    Change vs previous 13F -3,315 shares

    0.19% of the 13F portfolio, value $850,337.

    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 12,863 shares
    Change vs previous 13F +352 shares

    0.29% of the 13F portfolio, value $1,164,592.

    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 12,511 shares
    Change vs previous 13F +1,240 shares

    0.27% of the 13F portfolio, value $1,140,220.

    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 11,271 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,098,030.

    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).