Skip to main content
Livermore
Livermore
ZHEN

Twelve Points Wealth Management LLC

SEC CIK
0001877090
Latest filing
Aug 7, 2026

AON holding history

Aon plc in every 13F filed by Twelve Points Wealth Management 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)
2,480
Value
$822.6K
% of portfolio
0.2%
Quarters held
18
Since Q1 2022
Holdings of AON by Twelve Points Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,480$822.6K0.2%+1,029+70.9%AddedHolders
Q1 20261,451$468.3K0.1%−40−2.7%ReducedHolders
Q4 20251,491$523.1K0.1%−898−37.6%ReducedHolders
Q3 20252,389$852.0K0.2%−306−11.4%ReducedHolders
Q2 20252,695$961.6K0.3%+102+3.9%AddedHolders
Q1 20252,593$1.03M0.3%+66+2.6%AddedHolders
Q4 20242,527$907.7K0.3%+236+10.3%AddedHolders
Q3 20242,291$792.7K0.2%+211+10.1%AddedHolders
Q2 20242,080$610.7K0.2%+198+10.5%AddedHolders
Q1 20241,882$628.1K0.2%+112+6.3%AddedHolders
Q4 20231,770$515.2K0.2%+28+1.6%AddedHolders
Q3 20231,742$564.8K0.3%+76+4.6%AddedHolders
Q2 20231,666$575.1K0.3%+119+7.7%AddedHolders
Q1 20231,547$487.8K0.3%+167+12.1%AddedHolders
Q4 20221,380$414.2K0.3%+16+1.2%AddedHolders
Q3 20221,364$365.0K0.3%+200+17.2%AddedHolders
Q2 20221,164$314.0K0.2%+204+21.3%AddedHolders
Q1 2022960$313.0K0.2%+960NewHolders