Atlas Legacy Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2054111
LOS ANGELES, CA
Position in AOA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$229,366
-$1,519 QoQ
Shares Held
2,592
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,366 | 2,592 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $230,885 | 2,578 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $244,852 | 2,778 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $231,685 | 2,778 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $220,167 | 2,878 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $234,809 | 3,065 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||