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Disclosery

Curated Wealth Partners LLC: AON position timeline

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

Curated Wealth Partners LLC held 641 AON shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 641 shares
    Change vs previous 13F -3,120 shares

    0.02% of the 13F portfolio, value $212,613.

    13F-HR/A 0001085146-26-000609 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,761 shares
    Change vs previous 13F -95 shares

    0.15% of the 13F portfolio, value $1,213,976.

    13F-HR 0001085146-26-000338 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,856 shares
    Change vs previous 13F +709 shares

    0.15% of the 13F portfolio, value $1,360,702.

    13F-HR 0001085146-26-000066 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,147 shares
    Change vs previous 13F +72 shares

    0.14% of the 13F portfolio, value $1,122,157.

    13F-HR 0001085146-25-005881 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,075 shares
    Change vs previous 13F +453 shares

    0.13% of the 13F portfolio, value $1,097,039.

    13F-HR 0001085146-25-004199 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,622 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,046,417.

    13F-HR 0001085146-25-002091 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,622 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $941,718.

    13F-HR 0001085146-25-000353 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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