Steward Partners Investment Advisory, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1723397
STAMFORD, CT
All Filings in AOA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,049,590 | 10,754 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $946,135 | 10,692 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $910,108 | 10,162 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $921,856 | 10,459 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $846,093 | 10,145 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $764,388 | 9,992 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $773,301 | 10,094 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $672,786 | 8,526 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $515,832 | 6,898 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $506,506 | 6,895 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $476,099 | 6,895 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $179,295 | 2,824 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $114,370 | 1,724 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $109,629 | 1,724 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $103,009 | 1,724 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $95,595 | 1,724 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $103,250 | 1,724 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $118,852 | 1,724 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $92,408 | 1,269 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $88,588 | 1,269 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $89,654 | 1,269 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $65,658 | 981 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $62,960 | 981 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $56,898 | 981 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $53,837 | 981 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $39,866 | 840 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||