Meridian Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1697300
LEXINGTON, KY
Position in AOA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$919,977
+$234,357 QoQ
Shares Held
9,426
+21.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#80
of 212 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
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 | $919,977 | 9,426 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $685,620 | 7,748 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $693,910 | 7,748 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $683,437 | 7,754 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $888,376 | 10,652 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $219,717 | 2,868 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $225,524 | 2,858 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $274,749 | 3,979 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $478,968 | 7,544 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $246,187 | 3,711 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||