Landmark Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1728778
MELVILLE, NY
Position in AOA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$241,577
-$3,619 QoQ
Shares Held
2,730
-7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,577 | 2,730 | Shares | Sole | 2026-04-29 | |
| 2025-06-30 | $245,196 | 2,940 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $241,663 | 3,159 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $243,313 | 3,176 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $267,031 | 3,384 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $276,503 | 3,764 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $308,101 | 4,462 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $263,991 | 4,158 | Shares | Sole | 2023-10-13 | |
| 2023-03-31 | $272,355 | 4,283 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $291,998 | 4,887 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $289,060 | 5,213 | Shares | Sole | 2022-10-24 | |
| 2022-03-31 | $5,281,010 | 76,603 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||