Synergy Investment Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$97,600
+$9,110 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#102
of 122 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,600 | 1,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $88,490 | 1,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||