Compass Financial Group, Inc. (Ohio)
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2115210
DUBLIN, OH
Position in AOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$454,035
+$42,380 QoQ
Shares Held
4,652
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#76
of 122 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,035 | 4,652 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $411,655 | 4,652 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $445,292 | 4,972 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||