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Dynasty Wealth Management, LLC: AON position timeline

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

Dynasty Wealth Management, LLC held 4,262 AON shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,262 shares
    Change vs previous 13F +278 shares

    0.01% of the 13F portfolio, value $1,413,561.

    13F-HR 0001727599-26-000004 filed by Dynasty Wealth Management, 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 3,984 shares
    Change vs previous 13F +148 shares

    0.01% of the 13F portfolio, value $1,286,003.

    13F-HR 0001727599-26-000003 filed by Dynasty 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 ended2025-12-31
    13F 3,836 shares
    Change vs previous 13F -161 shares

    0.01% of the 13F portfolio, value $1,353,567.

    13F-HR 0001727599-26-000002 filed by Dynasty 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 ended2025-09-30
    13F 3,997 shares
    Change vs previous 13F -604 shares

    0.02% of the 13F portfolio, value $1,425,323.

    13F-HR 0001727599-25-000007 filed by Dynasty 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 ended2025-06-30
    13F 4,601 shares
    Change vs previous 13F +373 shares

    0.03% of the 13F portfolio, value $1,641,297.

    13F-HR 0001727599-25-000006 filed by Dynasty 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 ended2025-03-31
    13F 4,228 shares
    Change vs previous 13F +185 shares

    0.03% of the 13F portfolio, value $1,687,192.

    13F-HR 0001727599-25-000005 filed by Dynasty 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 ended2024-12-31
    13F 4,043 shares
    Change vs previous 13F +334 shares

    0.03% of the 13F portfolio, value $1,451,929.

    13F-HR 0001727599-25-000002 filed by Dynasty 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 ended2024-09-30
    13F 3,709 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,283,205.

    13F-HR 0001727599-24-000006 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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