Position in AON
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,316
+$734 QoQ
Shares Held
10
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,198
of 1,247 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026TFC Financial Management, Inc. holds $34,159 across 6 Insurance Brokers names. AON ranks #3 (9.7% of the industry book) .
All Filings in AON
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,316 | 10 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,582 | 8 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,823 | 8 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,852 | 8 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,854 | 8 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,192 | 8 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,873 | 8 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,767 | 8 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,348 | 8 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,669 | 8 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,201 | 11 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,566 | 11 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,142 | 12 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $63,058 | 200 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $31,814 | 106 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $28,394 | 106 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $28,586 | 106 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $34,516 | 106 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $31,859 | 106 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $30,291 | 106 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $25,308 | 106 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $24,391 | 106 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $22,394 | 106 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $21,867 | 106 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||