Position in AON
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,428,920
+$29,992 QoQ
Shares Held
4,308
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#526
of 1,247 holders
Holding Since
Mar 2020
13 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, 2026Arkadios Wealth Advisors holds $4,205,964 across 3 Insurance Brokers names. AON ranks #2 (34.0% of the industry book) .
All Filings in AON
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,428,920 | 4,308 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,398,928 | 4,334 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,496,211 | 4,240 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $825,482 | 2,315 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $641,097 | 1,797 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $652,910 | 1,636 | Shares | Sole | 2025-05-08 | |
| 2021-09-30 | $10,001 | 35 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $19,578 | 82 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $18,869 | 82 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $17,112 | 81 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $8,870 | 43 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,429 | 23 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $13,038 | 79 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||