ELEVATION WEALTH PARTNERS, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1976256
WALNUT CREEK, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$103,533
-$4,207 QoQ
Shares Held
1,170
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,533 | 1,170 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $107,740 | 1,203 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $104,798 | 1,189 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $98,412 | 1,180 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $89,964 | 1,176 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $90,093 | 1,176 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $91,614 | 1,161 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $86,221 | 1,153 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $84,405 | 1,149 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $78,371 | 1,135 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $72,061 | 1,135 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $107,603 | 1,622 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $102,888 | 1,618 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||