Position in AON
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$49,753
+$48,556 QoQ
Shares Held
150
+4900.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,079
of 1,247 holders
Holding Since
Sep 2023
8 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, 2026Provenance Wealth Advisors, LLC holds $56,120 across 4 Insurance Brokers names. AON ranks #1 (88.7% of the industry book) .
All Filings in AON
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,753 | 150 | Shares | Sole | 2026-07-24 | |
| 2025-03-31 | $1,197 | 3 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,077 | 3 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $1,037 | 3 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $880 | 3 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $1,001 | 3 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $873 | 3 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $648 | 2 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||