Position in AON
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$808,991
+$117,597 QoQ
Shares Held
2,439
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#634
of 1,247 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $2,231,808 across 3 Insurance Brokers names. AON ranks #1 (36.2% of the industry book) .
All Filings in AON
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,991 | 2,439 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $691,394 | 2,142 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $629,537 | 1,784 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $690,338 | 1,936 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $536,567 | 1,504 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $680,448 | 1,705 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $525,451 | 1,463 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||