Position in AON
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$486,589
+$9,521 QoQ
Shares Held
1,467
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#758
of 1,247 holders
Holding Since
Mar 2023
14 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, 2026PDS Planning, Inc holds $1,388,248 across 3 Insurance Brokers names. AON ranks #2 (35.1% of the industry book) .
All Filings in AON
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,589 | 1,467 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $477,068 | 1,478 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $496,149 | 1,406 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $533,443 | 1,496 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $541,918 | 1,519 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $385,121 | 965 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $306,004 | 852 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $288,555 | 834 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $243,964 | 831 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $277,655 | 832 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $242,710 | 834 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $272,669 | 841 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $281,683 | 816 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $208,091 | 660 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||