Premier Private Wealth Management LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2056550
PALM HARBOR, FL
Position in AOA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$296,899
+$14,262 QoQ
Shares Held
3,042
-4.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#89
of 122 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,899 | 3,042 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $282,637 | 3,194 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $283,815 | 3,169 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||