Position in AON
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,975
+$134 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,179
of 1,246 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $40,408 across 5 Insurance Brokers names. AON ranks #3 (12.3% of the industry book) .
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,975 | 15 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,841 | 15 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,293 | 15 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,705 | 16 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,708 | 16 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,385 | 16 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,133 | 31 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,189 | 15 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,403 | 15 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $12,681 | 38 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,365 | 15 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,863 | 15 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,178 | 15 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,729 | 15 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,502 | 15 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,018 | 15 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,045 | 15 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,884 | 15 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $4,508 | 15 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $14,288 | 50 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $11,938 | 50 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $11,505 | 50 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $10,563 | 50 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $16,710 | 81 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $8,859 | 46 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||