ALTFEST L J & CO INC

Position in AON — Aon plc

CIK 712050 NEW YORK, NY

Position in AON

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$604,670

+$16,243 QoQ

Shares Held

1,823

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#702

of 1,247 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ALTFEST L J & CO INC holds $604,670 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	1,823	$604,670

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,670	1,823	0.0%	Shares	Sole	2026-07-30
2026-03-31	$588,427	1,823	-60.9%	Shares	Sole	2026-04-28
2025-12-31	$1,644,420	4,660	+155.6%	Shares	Sole	2026-01-23
2025-09-30	$650,045	1,823	-1.0%	Shares	Sole	2025-10-21
2025-06-30	$656,795	1,841	+6.8%	Shares	Sole	2025-08-08
2025-03-31	$688,031	1,724	-0.1%	Shares	Sole	2025-05-09
2024-12-31	$619,910	1,726	-0.6%	Shares	Sole	2025-02-07
2024-09-30	$600,638	1,736	-42.1%	Shares	Sole	2024-11-05
2024-06-30	$879,565	2,996	+7.2%	Shares	Sole	2024-08-07
2024-03-31	$933,081	2,796	+111.3%	Shares	Sole	2024-04-22
2023-12-31	$385,019	1,323	0.0%	Shares	Sole	2024-01-18
2023-09-30	$428,943	1,323	0.0%	Shares	Sole	2023-10-26
2023-06-30	$456,699	1,323	0.0%	Shares	Sole	2023-08-09
2023-03-31	$417,128	1,323	0.0%	Shares	Sole	2023-04-20
2022-12-31	$397,085	1,323	-1.8%	Shares	Sole	2023-02-02
2022-09-30	$360,820	1,347	0.0%	Shares	Sole	2022-11-15
2022-06-30	$363,258	1,347	+45.8%	Shares	Sole	2022-08-04
2022-03-31	$300,882	924	-2.4%	Shares	Sole	2022-05-02
2021-12-31	$284,630	947	+5.2%	Shares	Sole	2022-01-24
2021-09-30	$257,193	900	-32.5%	Shares	Sole	2021-10-12
2021-06-30	$318,267	1,333	+52.5%	Shares	Sole	2021-07-28
2021-03-31	$201,116	874	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.