Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AON holding history

Aon plc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AON overviewAll 13F holders of AONFull Q2 2026 holdings

Shares (Q2 2026)
64,022
Value
$21.2M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AON by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202664,022$21.2M<0.1%+14,258+28.7%AddedHolders
Q1 202649,764$16.1M<0.1%+9,734+24.3%AddedHolders
Q4 202540,030$14.1M<0.1%+7,934+24.7%AddedHolders
Q3 202532,096$11.4M<0.1%+2,620+8.9%AddedHolders
Q2 202529,476$10.5M<0.1%−1,955−6.2%ReducedHolders
Q1 202531,431$12.5M<0.1%+1,955+6.6%AddedHolders
Q4 202429,476$10.6M<0.1%−5,428−15.6%ReducedHolders
Q3 202434,904$12.1M<0.1%−918−2.6%ReducedHolders
Q2 202435,822$10.5M<0.1%+3,016+9.2%AddedHolders
Q1 202432,806$10.9M<0.1%+623+1.9%AddedHolders
Q4 202332,183$9.37M<0.1%+1,989+6.6%AddedHolders
Q3 202330,194$9.79M<0.1%+853+2.9%AddedHolders
Q2 202329,341$10.1M<0.1%+1,528+5.5%AddedHolders
Q1 202327,813$8.77M<0.1%+11,231+67.7%AddedHolders
Q4 202216,582$4.98M<0.1%+4,684+39.4%AddedHolders
Q3 202211,898$3.19M<0.1%+1,171+10.9%AddedHolders
Q2 202210,727$2.89M<0.1%+1,436+15.5%AddedHolders
Q1 20229,291$3.02M<0.1%+67+0.7%AddedHolders
Q4 20219,224$2.77M<0.1%+1,533+19.9%AddedHolders
Q3 20217,691$2.20M<0.1%−244−3.1%ReducedHolders
Q2 20217,935$1.89M<0.1%+696+9.6%AddedHolders
Q1 20217,239$1.67M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.