Position in AON
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$708,489
-$173,668 QoQ
Shares Held
2,136
-21.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#668
of 1,247 holders
Holding Since
Sep 2024
8 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, 2026Compound Planning, Inc. holds $1,587,954 across 3 Insurance Brokers names. AON ranks #1 (44.6% of the industry book) .
All Filings in AON
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,489 | 2,136 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $882,157 | 2,733 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $889,609 | 2,521 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,041,926 | 2,922 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $786,299 | 2,204 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $984,954 | 2,468 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $652,234 | 1,816 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $438,023 | 1,266 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||