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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

AON holding history

Aon plc in every 13F filed by Wealthspire Advisors, LLC, 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)
726,424
Value
$240.9M
% of portfolio
1.3%
Quarters held
21
Since Q1 2021
Holdings of AON by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026726,424$240.9M1.3%−257,651−26.2%ReducedHolders
Q1 2026984,075$317.6M2.5%+710,479+259.7%AddedHolders
Q4 2025273,596$96.5M0.8%+42,739+18.5%AddedHolders
Q3 2025230,857$82.3M0.4%−2,305−1.0%ReducedHolders
Q2 2025233,162$83.2M0.5%−54,970−19.1%ReducedHolders
Q1 2025288,132$115.0M0.7%−8,730−2.9%ReducedHolders
Q4 2024296,862$106.6M1.1%+14,283+5.1%AddedHolders
Q3 2024282,579$97.8M1.0%−21,696−7.1%ReducedHolders
Q2 2024304,275$89.3M1.1%+295,973+3,565.1%AddedHolders
Q1 20248,302$2.77M<0.1%−2,440−22.7%ReducedHolders
Q4 202310,742$3.13M<0.1%+831+8.4%AddedHolders
Q3 20239,911$3.21M0.1%+5,631+131.6%AddedHolders
Q2 20234,280$1.48M<0.1%+45+1.1%AddedHolders
Q1 20234,235$1.34M<0.1%−460−9.8%ReducedHolders
Q4 20224,695$1.41M<0.1%+361+8.3%AddedHolders
Q3 20224,334$1.16M<0.1%+68+1.6%AddedHolders
Q2 20224,266$1.15M<0.1%+3,422+405.5%AddedHolders
Q1 2022844$275.0K<0.1%−3,636−81.2%ReducedHolders
Q4 20214,480$1.35M<0.1%+44+1.0%AddedHolders
Q3 20214,436$1.27M<0.1%+4,436NewHolders
Q2 20210$00.0%−4,918−100.0%Sold outHolders
Q1 20214,918$1.13M<0.1%––Holders

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