Position in AON
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,638
-$207,148 QoQ
Shares Held
17
-97.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,173
of 1,246 holders
Holding Since
Sep 2025
3 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, 2026Fourth Dimension Wealth, LLC holds $5,638 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
|
17 | $5,638 |
All Filings in AON
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,638 | 17 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $212,786 | 603 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $221,792 | 622 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||