AON PLC-CLASS A · CUSIP G0403H108 · CIK 1646247
As of 2026-06-30, Wealthspire Advisors, LLC reported 726.42K AON (shares), valued at $240.95M, or 1.33% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares decreased 26.18%; reported value decreased 24.14%, and weight changed -1.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.33% | 726,424 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 2.49% | 984,075 | SEC filing ↗Filed May 1, 2026 |
| Q4 2025 | 0.77% | 273,596 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 0.43% | 230,857 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 0.47% | 233,162 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 0.69% | 288,132 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 1.06% | 296,862 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 0.99% | 282,579 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 1.14% | 304,275 | SEC filing ↗Filed Aug 8, 2024 |
| Q1 2024 | 0.04% | 8,302 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 0.04% | 10,742 | SEC filing ↗Filed Feb 7, 2024 |
| Q3 2023 | 0.05% | 9,911 | SEC filing ↗Filed Nov 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.05% | 9,911 | $3.21M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 6, 2023 |
| Q4 2023 | 0.04% | 10,742 | $3.13M | Shares increased 8.38%; reported value decreased 2.71%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | 0.04% | 8,302 | $2.77M | Shares decreased 22.71%; reported value decreased 11.37%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 1.14% | 304,275 | $89.33M | Shares increased 3565.08%; reported value increased 3124.24%, and weight changed +1.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 0.99% | 282,579 | $97.77M | Shares decreased 7.13%; reported value increased 9.45%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 1.06% | 296,862 | $106.62M | Shares increased 5.05%; reported value increased 9.05%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 0.69% | 288,132 | $114.99M | Shares decreased 2.94%; reported value increased 7.85%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 0.47% | 233,162 | $83.18M | Shares decreased 19.08%; reported value decreased 27.66%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 0.43% | 230,857 | $82.32M | Shares decreased 0.99%; reported value decreased 1.04%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 0.77% | 273,596 | $96.55M | Shares increased 18.51%; reported value increased 17.28%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 2.49% | 984,075 | $317.64M | Shares increased 259.68%; reported value increased 229.00%, and weight changed +1.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 1.33% | 726,424 | $240.95M | Shares decreased 26.18%; reported value decreased 24.14%, and weight changed -1.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.