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Capital Planning Advisors, LLC: AON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Planning Advisors, LLC on AON, newest first. How the timeline and the estimate are built.

Capital Planning Advisors, LLC held 958 AON shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 958 shares
    Change vs previous 13F -10,658 shares

    0.04% of the 13F portfolio, value $309,223.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 11,616 shares
    Change vs previous 13F -747 shares

    0.55% of the 13F portfolio, value $4,099,054.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 12,363 shares
    Change vs previous 13F -1,125 shares

    0.61% of the 13F portfolio, value $4,408,399.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 13,488 shares
    Change vs previous 13F -86 shares

    0.71% of the 13F portfolio, value $4,811,979.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 13,574 shares
    Change vs previous 13F -36 shares

    0.84% of the 13F portfolio, value $5,417,248.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 13,610 shares
    Change vs previous 13F +1,158 shares

    0.75% of the 13F portfolio, value $4,888,168.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 12,452 shares
    Change vs previous 13F -333 shares

    0.65% of the 13F portfolio, value $4,308,267.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 12,785 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,753,420.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).