Westmount Partners, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2051491
LOS ANGELES, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$3,294,659
+$38,258 QoQ
Shares Held
37,232
+2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,294,659 | 37,232 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,256,401 | 36,360 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,382,372 | 38,375 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,029,122 | 24,330 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,836,382 | 24,005 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,703,270 | 22,233 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,599,190 | 20,266 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $1,540,243 | 20,597 | Shares | Sole | 2025-01-28 | |
| 2024-03-31 | $1,509,382 | 20,547 | Shares | Sole | 2025-01-28 | |
| 2023-12-31 | $1,301,592 | 18,850 | Shares | Sole | 2025-01-28 | |
| 2023-09-30 | $1,027,966 | 16,191 | Shares | Sole | 2025-01-28 | |
| 2023-06-30 | $1,054,341 | 15,893 | Shares | Sole | 2025-01-28 | |
| 2023-03-31 | $808,292 | 12,711 | Shares | Sole | 2025-01-29 | |
| 2022-12-31 | $755,001 | 12,636 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||