LAZARI CAPITAL MANAGEMENT, INC.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1986389
WOODLAND HILLS, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$203,438
-$2,460 QoQ
Shares Held
2,299
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,438 | 2,299 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $205,898 | 2,299 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $213,122 | 2,418 | Shares | Sole | 2025-10-28 | |
| 2025-03-31 | $217,719 | 2,846 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $218,032 | 2,846 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $241,148 | 3,056 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||