Position in AON
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,653
-$252 QoQ
Shares Held
8
-11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,205
of 1,247 holders
Holding Since
Dec 2022
15 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, 2026DecisionPoint Financial, LLC holds $4,554 across 6 Insurance Brokers names. AON ranks #1 (58.3% of the industry book) .
All Filings in AON
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,653 | 8 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,905 | 9 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,175 | 9 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,209 | 9 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,210 | 9 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,995 | 5 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,795 | 5 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,729 | 5 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,467 | 5 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,668 | 5 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,455 | 5 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,621 | 5 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,726 | 5 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 | $1,576 | 5 | Shares | Sole | 2023-09-26 | |
| 2022-12-31 | $1,500 | 5 | Shares | Sole | 2023-09-26 | |
| No filing history on record for this holder in this stock. | ||||||