Perigon Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1575239
SAN FRANCISCO, CA
Position in AOA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,910,724
+$212,399 QoQ
Shares Held
29,823
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#32
of 212 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,910,724 | 29,823 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,698,325 | 30,493 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,549,683 | 28,469 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,583,559 | 29,312 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,410,260 | 28,900 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,224,314 | 29,076 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,270,260 | 29,634 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,154,874 | 27,308 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,053,010 | 27,454 | Shares | Sole | 2024-08-02 | |
| 2020-12-31 | $44,284 | 690 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||