Twelve Points Wealth Management LLC

Position in AON — Aon plc

CIK 1877090 CONCORD, MA

Position in AON

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$822,591

+$354,238 QoQ

Shares Held

2,480

+70.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#632

of 1,247 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Financial Services · as of Jun 30, 2026

Twelve Points Wealth Management LLC holds $822,591 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	2,480	$822,591

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$822,591	2,480	+70.9%	Shares	Sole	2026-08-07
2026-03-31	$468,353	1,451	-2.7%	Shares	Sole	2026-04-14
2025-12-31	$526,144	1,491	-37.6%	Shares	Sole	2026-01-23
2025-09-30	$851,869	2,389	-11.4%	Shares	Sole	2025-10-22
2025-06-30	$961,468	2,695	+3.9%	Shares	Sole	2025-07-16
2025-03-31	$1,034,840	2,593	+2.6%	Shares	Sole	2025-04-30
2024-12-31	$907,597	2,527	+10.3%	Shares	Sole	2025-01-23
2024-09-30	$792,663	2,291	+10.1%	Shares	Sole	2024-10-16
2024-06-30	$610,646	2,080	+10.5%	Shares	Sole	2024-07-12
2024-03-31	$628,061	1,882	+6.3%	Shares	Sole	2024-04-15
2023-12-31	$515,105	1,770	+1.6%	Shares	Sole	2024-01-12
2023-09-30	$564,791	1,742	+4.6%	Shares	Sole	2023-10-18
2023-06-30	$575,103	1,666	+7.7%	Shares	Sole	2023-07-13
2023-03-31	$487,753	1,547	+12.1%	Shares	Sole	2023-04-18
2022-12-31	$414,193	1,380	+1.2%	Shares	Sole	2023-01-17
2022-09-30	$365,374	1,364	+17.2%	Shares	Sole	2022-10-20
2022-06-30	$313,907	1,164	+21.2%	Shares	Sole	2022-07-18
2022-03-31	$312,604	960	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.