Waterfront Wealth Inc.

Position in AON — Aon plc

CIK 1775210 OVERLAND PARK, KS

Position in AON

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,651,484

+$150,557 QoQ

Shares Held

4,979

+7.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#500

of 1,246 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterfront Wealth Inc. holds $1,651,484 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AON	Aon plc This page	4,979	$1,651,484

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,651,484	4,979	+7.1%	Shares	Sole	2026-07-30
2026-03-31	$1,500,927	4,650	+23.8%	Shares	Sole	2026-04-30
2025-12-31	$1,325,064	3,755	+0.5%	Shares	Sole	2026-01-27
2025-09-30	$1,332,896	3,738	+40.4%	Shares	Sole	2025-11-06
2025-06-30	$950,051	2,663	-3.0%	Shares	Sole	2025-08-04
2025-03-31	$1,095,502	2,745	0.0%	Shares	Sole	2025-04-25
2024-12-31	$985,894	2,745	+5.0%	Shares	Sole	2025-02-03
2024-09-30	$904,417	2,614	+1.7%	Shares	Sole	2024-10-31
2024-06-30	$754,794	2,571	+2.1%	Shares	Sole	2024-08-01
2024-03-31	$839,973	2,517	-0.9%	Shares	Sole	2024-05-13
2023-12-31	$739,190	2,540	+3.4%	Shares	Sole	2024-01-31
2023-09-30	$796,608	2,457	+1.4%	Shares	Sole	2023-11-09
2023-06-30	$836,074	2,422	+6.0%	Shares	Sole	2023-07-28
2023-03-31	$720,437	2,285	+5.1%	Shares	Sole	2023-04-19
2022-12-31	$652,504	2,174	+5.4%	Shares	Sole	2023-01-31
2022-09-30	$552,347	2,062	+14.9%	Shares	Sole	2022-11-02
2022-06-30	$483,805	1,794	+83.6%	Shares	Sole	2022-07-25
2022-03-31	$318,140	977	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.