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Livermore
Livermore
ZHEN

TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

AON holding history

Aon plc in every 13F filed by TRUE Private 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)
794
Value
$263.5K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of AON by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026794$263.5K<0.1%+17+2.2%AddedHolders
Q1 2026777$250.9K<0.1%+31+4.2%AddedHolders
Q4 2025746$263.4K<0.1%00.0%UnchangedHolders
Q3 2025746$266.2K<0.1%00.0%UnchangedHolders
Q2 2025746$266.3K<0.1%−23−3.0%ReducedHolders
Q1 2025769$307.1K<0.1%−95−11.0%ReducedHolders
Q4 2024864$310.5K<0.1%−14−1.6%ReducedHolders
Q3 2024878$303.9K<0.1%−14−1.6%ReducedHolders
Q2 2024892$262.0K<0.1%+11+1.2%AddedHolders
Q1 2024881$294.1K<0.1%+5+0.6%AddedHolders
Q4 2023876$255.1K<0.1%00.0%UnchangedHolders
Q3 2023876$284.2K<0.1%+8+0.9%AddedHolders
Q2 2023868$299.8K<0.1%00.0%UnchangedHolders
Q1 2023868$273.8K<0.1%00.0%UnchangedHolders
Q4 2022868$260.6K<0.1%+1+0.1%AddedHolders
Q3 2022867$232.0K<0.1%−4−0.5%ReducedHolders
Q2 2022871$235.0K<0.1%00.0%UnchangedHolders
Q1 2022871$254.0K<0.1%+3+0.3%AddedHolders
Q4 2021868$261.0K<0.1%+133+18.1%AddedHolders
Q3 2021735$210.0K<0.1%+735NewHolders
Q2 20210$00.0%−891−100.0%Sold outHolders
Q1 2021891$205.0K<0.1%––Holders

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