Twelve Points Wealth Management LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1877090
CONCORD, MA
Position in AOA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$386,435
+$28,375 QoQ
Shares Held
4,367
+9.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $386,435 | 4,367 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $358,060 | 3,998 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $265,213 | 3,009 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $206,748 | 2,479 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||