EverSource Wealth Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1710537
BIRMINGHAM, AL
Position in AOA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$874,546
-$10,575 QoQ
Shares Held
9,883
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $874,546 | 9,883 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $885,121 | 9,883 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $860,422 | 9,762 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $808,062 | 9,689 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $738,913 | 9,659 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||