Position in AON
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$335,670
+$11,277 QoQ
Shares Held
1,012
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#862
of 1,247 holders
Holding Since
Jun 2024
9 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, 2026BlackDiamond Wealth Management, LLC holds $335,670 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
|
1,012 | $335,670 |
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,670 | 1,012 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $324,393 | 1,005 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $359,231 | 1,018 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $348,735 | 978 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $355,332 | 996 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $405,874 | 1,017 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $371,730 | 1,035 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $377,821 | 1,092 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $320,882 | 1,093 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||