Position in AON
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$10,945
+$6,427 QoQ
Shares Held
33
+135.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,143
of 1,246 holders
Holding Since
Mar 2025
6 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, 2026Dogwood Wealth Management LLC holds $33,252 across 3 Insurance Brokers names. AON ranks #2 (32.9% of the industry book) .
All Filings in AON
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,945 | 33 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $4,518 | 14 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,117 | 6 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,348 | 15 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,281 | 12 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,596 | 4 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||