Saxony Capital Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1561330
ST. LOUIS, MO
Position in AOA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$897,200
-$447,185 QoQ
Shares Held
10,139
-32.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $897,200 | 10,139 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,344,385 | 15,011 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,303,766 | 14,792 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,088,119 | 13,047 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $292,459 | 3,823 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $313,717 | 4,095 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $279,578 | 3,543 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||