Position in AON
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$641,488
-$214,201 QoQ
Shares Held
1,934
-27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
#686
of 1,246 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Foundation Wealth Management, LLC holds $641,488 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
|
1,934 | $641,488 |
All Filings in AON
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,488 | 1,934 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $855,689 | 2,651 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $933,014 | 2,644 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $941,014 | 2,639 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||