FORTE ASSET MANAGEMENT LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1927129
BEDFORD, NY
Position in AOA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$268,390
+$6,786 QoQ
Shares Held
3,033
+3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $268,390 | 3,033 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $261,604 | 2,921 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $211,447 | 2,399 | Shares | Sole | 2025-10-30 | |
| 2023-12-31 | $568,488 | 8,233 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $522,713 | 8,233 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $495,758 | 7,473 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $472,028 | 7,423 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $440,536 | 7,373 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $404,674 | 7,298 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $433,124 | 7,232 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||