Meridian Wealth Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1768095
AUSTIN, TX
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$289,481
+$17,817 QoQ
Shares Held
2,966
-3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#90
of 122 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,481 | 2,966 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $271,664 | 3,070 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $274,949 | 3,070 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $251,463 | 2,853 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||