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Livermore
Livermore
ZHEN

Waterfront Wealth Inc.

SEC CIK
0001775210
Latest filing
Jul 30, 2026

AON holding history

Aon plc in every 13F filed by Waterfront Wealth Inc., 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)
4,979
Value
$1.78M
% of portfolio
0.3%
Quarters held
18
Since Q1 2022
Holdings of AON by Waterfront Wealth Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,979$1.78M0.3%+329+7.1%AddedHolders
Q1 20264,650$1.50M0.3%+895+23.8%AddedHolders
Q4 20253,755$1.27M0.2%+17+0.5%AddedHolders
Q3 20253,738$1.28M0.3%+1,075+40.4%AddedHolders
Q2 20252,663$950.0K0.2%−82−3.0%ReducedHolders
Q1 20252,745$1.10M0.3%00.0%UnchangedHolders
Q4 20242,745$985.9K0.2%+131+5.0%AddedHolders
Q3 20242,614$973.9K0.2%+43+1.7%AddedHolders
Q2 20242,571$754.8K0.2%+54+2.1%AddedHolders
Q1 20242,517$691.5K0.2%−23−0.9%ReducedHolders
Q4 20232,540$739.1K0.2%+83+3.4%AddedHolders
Q3 20232,457$769.7K0.3%+35+1.4%AddedHolders
Q2 20232,422$828.5K0.2%+137+6.0%AddedHolders
Q1 20232,285$720.6K0.2%+111+5.1%AddedHolders
Q4 20222,174$694.3K0.2%+112+5.4%AddedHolders
Q3 20222,062$585.0K0.2%+268+14.9%AddedHolders
Q2 20221,794$484.0K0.2%+817+83.6%AddedHolders
Q1 2022977$326.0K0.1%+977NewHolders