MONTAG A & ASSOCIATES INC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 829407
ATLANTA, GA
Position in AOA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$91,675
-$1,109 QoQ
Shares Held
1,036
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,675 | 1,036 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $92,784 | 1,036 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $91,313 | 1,036 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $86,402 | 1,036 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $79,254 | 1,036 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $79,367 | 1,036 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $81,750 | 1,036 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $77,472 | 1,036 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $76,104 | 1,036 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $71,535 | 1,036 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $65,775 | 1,036 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $68,728 | 1,036 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $65,879 | 1,036 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $61,901 | 1,036 | Shares | Sole | 2023-02-02 | |
| 2021-09-30 | $1,116 | 16 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,130 | 16 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,070 | 16 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||