Position in AON
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,287
+$3,800 QoQ
Shares Held
28
+64.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,151
of 1,246 holders
Holding Since
Jun 2020
19 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $2,585,612 across 6 Insurance Brokers names. AON ranks #3 (0.4% of the industry book) .
All Filings in AON
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,287 | 28 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,487 | 17 | Shares | Sole | 2026-05-06 | |
| 2025-06-30 | $1,427 | 4 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $399 | 1 | Shares | Sole | 2025-04-24 | |
| 2023-12-31 | $756,652 | 2,600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $842,972 | 2,600 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $897,520 | 2,600 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $819,754 | 2,600 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $780,364 | 2,600 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $698,872 | 2,609 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $707,370 | 2,623 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $846,638 | 2,600 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $946,764 | 3,150 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $900,175 | 3,150 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $775,970 | 3,250 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $770,868 | 3,350 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $707,754 | 3,350 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $711,735 | 3,450 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $852,255 | 4,425 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||