Centerline Wealth Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1802059
LOUISVILLE, KY
Position in AOA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$365,906
-$49,831 QoQ
Shares Held
4,135
-10.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $365,906 | 4,135 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $415,737 | 4,642 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $683,790 | 7,758 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,378,185 | 16,525 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,150,713 | 15,042 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,059,133 | 13,825 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||