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Fiduciary Group, LLC: AON position timeline

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

Fiduciary Group, LLC held 21,426 AON shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,426 shares
    Change vs previous 13F -190 shares

    0.56% of the 13F portfolio, value $7,106,800.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 21,616 shares
    Change vs previous 13F +194 shares

    0.6% of the 13F portfolio, value $6,977,313.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 21,422 shares
    Change vs previous 13F -207 shares

    0.63% of the 13F portfolio, value $7,559,505.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 21,629 shares
    Change vs previous 13F -278 shares

    0.68% of the 13F portfolio, value $7,712,579.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 21,907 shares
    Change vs previous 13F -80 shares

    0.74% of the 13F portfolio, value $7,815,652.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 21,987 shares
    Change vs previous 13F -124 shares

    0.88% of the 13F portfolio, value $8,774,916.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 22,111 shares
    Change vs previous 13F -398 shares

    0.8% of the 13F portfolio, value $7,941,498.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 22,509 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $7,787,996.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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