Position in AON
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,307
+$143 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,176
of 1,246 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $13,764 across 4 Insurance Brokers names. AON ranks #1 (38.6% of the industry book) .
All Filings in AON
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,307 | 16 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,164 | 16 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,646 | 16 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,705 | 16 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,708 | 16 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,784 | 17 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,105 | 17 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,881 | 17 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,990 | 17 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $7,341 | 22 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,529 | 19 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||