Position in AON
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$328,912
-$370,496 QoQ
Shares Held
1,019
-48.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Dakota Wealth Management holds $5,317,742 across 3 Insurance Brokers names.
All Filings in AON
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,912 | 1,019 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $699,408 | 1,982 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $665,378 | 1,866 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,360,682 | 3,814 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,518,537 | 3,805 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $956,083 | 2,662 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,158,028 | 3,347 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $905,400 | 3,084 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,200,724 | 3,598 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,088,705 | 3,741 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,192,804 | 3,679 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $1,269,645 | 3,678 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $2,188,112 | 6,940 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $1,905,588 | 6,349 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $1,679,008 | 6,268 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,502,117 | 5,570 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $684,148 | 2,101 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $312,582 | 1,040 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $261,193 | 914 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||