Essential Partners LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2136442
RANCHO SANTA FE, CA
Position in AOA
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$7,787
+$2,235 QoQ
Shares Held
88
+41.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,787 | 88 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $5,552 | 62 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $5,464 | 62 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $5,170 | 62 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||