NAPLES GLOBAL ADVISORS, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1582151
NAPLES, FL
Position in AOA
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$205,827
-$6,967 QoQ
Shares Held
2,326
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,827 | 2,326 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $212,794 | 2,376 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $238,066 | 2,701 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $225,263 | 2,701 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $206,626 | 2,701 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $208,838 | 2,726 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $242,174 | 3,069 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $229,499 | 3,069 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $225,448 | 3,069 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $211,914 | 3,069 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $201,644 | 3,176 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $632,817 | 9,539 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $625,026 | 9,829 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $822,817 | 13,771 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $1,316,660 | 23,745 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,606,549 | 26,825 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||