Klingman & Associates, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1662449
New York, NY
Position in AOA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$443,600
-$5,364 QoQ
Shares Held
5,013
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $443,600 | 5,013 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $448,964 | 5,013 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $639,367 | 7,254 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $604,983 | 7,254 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $465,043 | 6,079 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $465,712 | 6,079 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $442,211 | 5,604 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $419,067 | 5,604 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $411,669 | 5,604 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $386,956 | 5,604 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $355,797 | 5,604 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||