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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

AON holding history

Aon plc in every 13F filed by Heritage Wealth Advisors, 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)
816
Value
$270.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AON by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026816$270.7K<0.1%00.0%UnchangedHolders
Q1 2026816$263.4K<0.1%+13+1.6%AddedHolders
Q4 2025803$283.4K<0.1%00.0%UnchangedHolders
Q3 2025803$286.3K<0.1%−8−1.0%ReducedHolders
Q2 2025811$289.3K<0.1%00.0%UnchangedHolders
Q1 2025811$323.7K<0.1%−11−1.3%ReducedHolders
Q4 2024822$295.2K<0.1%+3+0.4%AddedHolders
Q3 2024819$283.4K<0.1%+16+2.0%AddedHolders
Q2 2024803$235.7K<0.1%00.0%UnchangedHolders
Q1 2024803$268.0K<0.1%−250−23.7%ReducedHolders
Q4 20231,053$306.4K<0.1%00.0%UnchangedHolders
Q3 20231,053$341.4K<0.1%00.0%UnchangedHolders
Q2 20231,053$363.5K<0.1%00.0%UnchangedHolders
Q1 20231,053$332.0K<0.1%00.0%UnchangedHolders
Q4 20221,053$316.0K<0.1%−79−7.0%ReducedHolders
Q3 20221,132$303.2K<0.1%+79+7.5%AddedHolders
Q2 20221,053$284.0K<0.1%+708+205.2%AddedHolders
Q1 2022345$112.0K<0.1%00.0%UnchangedHolders
Q4 2021345$104.0K<0.1%00.0%UnchangedHolders
Q3 2021345$98.6K<0.1%+250+263.2%AddedHolders
Q2 202195$22.7K<0.1%−3,792−97.6%ReducedHolders
Q1 20213,887$894.4K0.1%––Holders

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