American Capital Advisory, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2018007
KETCHUM, ID
Position in AOA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$77,871
-$941 QoQ
Shares Held
880
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,871 | 880 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $78,812 | 880 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $77,563 | 880 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $73,392 | 880 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $67,320 | 880 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $67,416 | 880 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $127,124 | 1,611 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $110,524 | 1,478 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $144,863 | 1,972 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $102,055 | 1,478 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||