Perissos Private Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2023071
BETHANY, OK
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$239,900
+$38,409 QoQ
Shares Held
2,458
+7.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#93
of 122 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,900 | 2,458 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $201,491 | 2,277 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $216,735 | 2,420 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $214,620 | 2,435 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||