UNIQUE WEALTH, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1957124
TAMPA, FL
Position in AOA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$5,564,959
-$116,637 QoQ
Shares Held
62,888
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,564,959 | 62,888 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,681,596 | 63,439 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $6,253,356 | 70,948 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,394,861 | 76,677 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,431,729 | 71,003 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $5,862,886 | 76,529 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,246,594 | 79,161 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $5,919,734 | 79,162 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,186,422 | 70,602 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $4,642,024 | 67,227 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $4,218,021 | 66,436 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,526,975 | 68,239 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,232,868 | 66,565 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,785,819 | 63,361 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||