Position in AON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,413,662
+$127,707 QoQ
Shares Held
4,262
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#527
of 1,247 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $4,481,350 across 4 Insurance Brokers names. AON ranks #2 (31.5% of the industry book) .
All Filings in AON
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,413,662 | 4,262 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,285,955 | 3,984 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,353,647 | 3,836 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,425,250 | 3,997 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,641,452 | 4,601 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,687,352 | 4,228 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,452,083 | 4,043 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,283,276 | 3,709 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $482,351 | 1,643 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $546,299 | 1,637 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||