Pinnacle Wealth Planning Services, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1726752
MANSFIELD, OH
Position in AOA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$394,311
+$350,964 QoQ
Shares Held
4,456
+820.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $394,311 | 4,456 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $43,347 | 484 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $6,674 | 104 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||