Concurrent Investment Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2001015
Tampa, FL
Position in AOA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,021,440
-$23,814 QoQ
Shares Held
11,543
-1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,021,440 | 11,543 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,045,254 | 11,671 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,007,880 | 11,435 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $945,505 | 11,337 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $307,512 | 4,014 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $318,875 | 4,041 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $256,420 | 3,429 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||