Trilogy Capital Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1722512
IRVINE, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$647,746
-$38,283 QoQ
Shares Held
7,320
-4.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $647,746 | 7,320 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $686,029 | 7,660 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $712,083 | 8,079 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,031,506 | 36,349 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,279,776 | 29,801 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,316,763 | 30,241 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,232,995 | 28,298 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,545,585 | 34,041 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,432,848 | 33,118 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,930,067 | 42,434 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,555,726 | 40,254 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,746,409 | 41,399 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,513,140 | 39,521 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,107,322 | 35,269 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,928,273 | 34,775 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,999,727 | 33,390 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,144,447 | 31,106 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $18,098,318 | 248,535 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $17,439,934 | 249,820 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $17,544,373 | 248,328 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $18,158,912 | 271,312 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $18,766,103 | 292,398 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $13,084,568 | 225,596 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $12,310,242 | 224,312 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $11,676,963 | 246,038 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||