Rossby Financial, LCC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2056510
MELBOURNE, FL
Position in AOA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$37,696
-$456 QoQ
Shares Held
426
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,696 | 426 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $38,152 | 426 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,145 | 13 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,084 | 13 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $994 | 13 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||