Somnio Financial Group, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2034894
GLASTONBURY, CT
Position in AOA
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$2,311,801
+$24,708 QoQ
Shares Held
26,125
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,311,801 | 26,125 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,287,093 | 25,537 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,196,360 | 24,919 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $2,105,516 | 25,246 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $1,720,507 | 22,458 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $1,729,470 | 21,917 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,641,121 | 21,946 | Shares | Sole | 2024-08-23 | |
| No filing history on record for this holder in this stock. | ||||||