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Connecticut Wealth Management, LLC: AON position timeline

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

Connecticut Wealth Management, LLC held 2,189 AON shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,189 shares
    Change vs previous 13F -55 shares

    0.02% of the 13F portfolio, value $605,850.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,244 shares
    Change vs previous 13F -100 shares

    0.03% of the 13F portfolio, value $744,312.

    13F-HR 0001689829-26-000003 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,344 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $756,596.

    13F-HR 0001214659-26-005373 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,344 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $827,151.

    13F-HR 0001214659-26-001526 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,344 shares
    Change vs previous 13F -200 shares

    0.04% of the 13F portfolio, value $835,824.

    13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,544 shares
    Change vs previous 13F -38 shares

    0.04% of the 13F portfolio, value $907,597.

    13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,582 shares
    Change vs previous 13F -30 shares

    0.05% of the 13F portfolio, value $1,030,450.

    13F-HR 0001689829-25-000002 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,612 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $938,126.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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