Compound Planning, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1978879
NEW YORK, NY
Position in AOA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$270,336
-$12,494 QoQ
Shares Held
3,055
-3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,336 | 3,055 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $282,830 | 3,158 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $260,894 | 2,960 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $249,699 | 2,994 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||