Position in AON
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$631,537
+$211,923 QoQ
Shares Held
1,904
+46.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#691
of 1,247 holders
Holding Since
Dec 2021
19 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, 2026Legacy Financial Advisors, Inc. holds $2,399,341 across 3 Insurance Brokers names. AON ranks #3 (26.3% of the industry book) .
All Filings in AON
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,537 | 1,904 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $419,614 | 1,300 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $474,623 | 1,345 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $364,068 | 1,021 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $325,365 | 912 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $385,520 | 966 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $330,786 | 921 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $329,728 | 953 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $268,332 | 914 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $317,701 | 952 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $294,512 | 1,012 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $371,880 | 1,147 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $369,709 | 1,071 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $330,739 | 1,049 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $308,243 | 1,027 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $235,457 | 879 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $224,373 | 832 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $271,575 | 834 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $226,321 | 753 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||