Lido Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1650150
Los Angeles, CA
Position in AOA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$973,169
+$67,651 QoQ
Shares Held
9,971
-2.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#77
of 212 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $973,169 | 9,971 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $905,518 | 10,233 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $889,778 | 9,935 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $861,480 | 9,774 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $778,288 | 9,332 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $645,507 | 8,438 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $639,004 | 8,341 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $798,490 | 10,119 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $756,698 | 10,119 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $773,386 | 10,528 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $770,943 | 11,165 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $694,517 | 10,939 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $721,513 | 10,876 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $677,360 | 10,652 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $200,282 | 3,352 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $242,324 | 3,515 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $281,303 | 3,863 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $313,237 | 4,487 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $304,077 | 4,304 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $268,790 | 4,016 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $205,953 | 3,209 | Shares | Sole | 2021-02-08 | |
| 2020-03-31 | $212,241 | 4,472 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||