High Note Wealth, LLC

Position in AON — Aon plc

CIK 1807283 DEEPHAVEN, MN

Position in AON

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$189,063

+$8,629 QoQ

Shares Held

570

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,023

of 1,246 holders

Holding Since

Sep 2023

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

High Note Wealth, LLC holds $242,604 across 6 Insurance Brokers names. AON ranks #1 (77.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	570	$189,063
2	AJG	Arthur J. Gallagher & Co.	88	$20,202
3	MRSH	Marsh & Mclennan Companies, Inc.	121	$20,167
4	BRO	Brown & Brown, Inc.	87	$5,581
5	CRVL	Corvel Corp	88	$5,501
6	WTW	Willis Towers Watson PLC	8	$2,090

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$189,063	570	+2.0%	Shares	Sole	2026-07-23
2026-03-31	$180,434	559	+2.9%	Shares	Sole	2026-05-11
2025-12-31	$191,613	543	-0.5%	Shares	Sole	2026-02-05
2025-09-30	$194,692	546	0.0%	Shares	Sole	2025-11-04
2025-06-30	$194,790	546	-0.5%	Shares	Sole	2025-07-23
2025-03-31	$219,100	549	+1.7%	Shares	Sole	2025-05-01
2024-12-31	$193,946	540	-24.8%	Shares	Sole	2025-04-01
2023-09-30	$232,789	718	—	Shares	Sole	2023-10-26
No filing history on record for this holder in this stock.