MAINSAIL ASSET MANAGEMENT, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2016972
BIRMINGHAM, AL
Position in AOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,438,233
+$216,010 QoQ
Shares Held
14,736
+6.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#46
of 122 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,438,233 | 14,736 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,222,223 | 13,812 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,201,626 | 13,417 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,171,380 | 13,290 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,090,371 | 13,074 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $983,713 | 12,859 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $952,875 | 12,438 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,029,696 | 13,049 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $834,843 | 11,164 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $820,180 | 11,165 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $769,355 | 11,142 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||